dmertz
Level 15

Retirement tax questions

TurboTax is actually asking how much of the distribution is ineligible for rollover.  Because a distribution paid to a non-spouse beneficiary is never eligible for rollover, the correct answer it that it is all RMD.  However, TurboTax already treats a distribution paid to a non-spouse beneficiary as being ineligible for rollover, so the answer you provide to this unnecessary question is irrelevant (even in years where the penalty for not taking the RMD is not waived).

View solution in original post