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Retirement tax questions
@tbs528 , you previously said that only about half of the distribution was RMD and that you rolled over the portion that was not RMD. Now you seem to be saying that all of the distribution was RMD and that you impermissibly rolled over a portion of your RMD. Which is it?
As Critter-3 said, the RMD-portion of a distribution is not eligible for rollover. However, properly entered into TurboTax, TurboTax will prevent you from reporting the portion that is RMD as having been rolled over. If you tell TurboTax that you rolled over more than the portion that was not RMD, TurboTax won't explicitly tell you that you that you impermissibly rolled over an RMD, TurboTax will just limit the amount excluded from line 4b to the amount in excess of the RMD.