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Retirement tax questions
If this distribution was originally intended to be an RMD, the CARES Act made this distribution cease to be an RMD. In this case, delete the 1099-R from TurboTax, reenter it, indicate that none of the distribution was RMD, then indicate the amount rolled over. TurboTax will automatically exclude from Form 8606 any amount that was rolled over.
‎April 4, 2021
10:18 AM