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Retirement tax questions
We are using the desktop version of Turbotax Premier for Window.
My husband has an IRA that he inherited from his Mother. We took out money early in 2020, but then rolled it back later in the year via the CARES Act. So we received both a Form 1099-R and a Form 5498 from our brokerage.
Even though I click the "This is not an RMD" selection, I never get to the screens about "What did you do with the money from this Payer?"
I've already tried deleting and downloading the 1099-R again.
I've tried deleting and manually entering the 1099-R again.
I've tried going into Forms view and manually checking the roll-over box on the 1099-R Form.
Nothing seems to work and the money is still showing up as taxable income when it shouldn't be under the CARES Act.
How do we fix this?