dmertz
Level 15
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Retirement tax questions

The transfer from your husband's IRA to your IRA was apparently done by nonreportable trustee-to-trustee transfer, as it should have been, so this transfer will be reflected nowhere on your tax return.

 

With regard tot he entry of the Form 1099-R for the RMD distribution, the fact that the question posed by TurboTax that you are asking about is being asked at all implies that you mistakenly indicated that you moved this money to another retirement account.  Presumably you did not do that since, as AmyC indicated, an RMD is not eligible for rollover.  I suggest deleting this Form 1099-R from your tax return and reentering it, making sure to indicate that "you did something else with the money," meaning that you did not roll it over.  The result will be that the entire $50,000 will be included on Form 1040 line 4b as taxable.

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