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Retirement tax questions
When TurboTax asks how much of the distribution is RMD, what it's really asking is how much of the distribution is ineligible for rollover. Since none of a distribution to a non-spouse beneficiary is eligible for rollover, simply say that all of it is RMD. (Note that when none of the distribution was rolled over, it doesn't really matter how you answer this question.)
March 28, 2022
4:45 AM