If you rolled over the excess amount withdrawn back into the retirement account within 60 days then please follow these steps to enter your Form 1099-R and rollover:
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- Continue until "How much of the $XXXXX was a RMD?" screen and select "Only part of this distribution was a RMD" and enter the amount of RMD.
- Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
- Continue answering the questions.
Please keep in mind, the RMD cannot be rolled over only the excess amount can be rolled over.
@MLTKJohnso
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