dmertz
Level 15

Retirement tax questions

When during the entry of a particular Form 1099-R TurboTax asks how much of the distribution was RMD, it's only doing so to determine how much of the distribution is eligible for rollover.  If you didn't roll over any of the amount reported on the Form 1099-R, it doesn't matter what answer you give to this question.

 

TurboTax asks a separate question about RMDs after you click the Continue button on the page that lists the Forms 1099-R that you have entered.  This separate question is only to determine if you received all amounts that you were required to receive during the year and, if not, prepare Form 5329 Part IX to report the failure to do so.