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Retirement tax questions
TurboTax never treats as an RMD any amount on a Form 1099-R that includes code G in box 7. TurboTax doesn't even ask if it was an RMD. Absent your indication that this was rolled over to some kind of Roth account, TurboTax treats this as nontaxable income and excludes it from the amount on form 1040 line 5b.
‎April 14, 2022
12:19 PM