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Retirement tax questions
TurboTax is only asking to determine how much of the distribution might be eligible for rollover. However, a non-spouse beneficiary is not permitted to roll over any of the distribution, so it doesn't matter what answer you provide to this TurboTax question. You can simply say it was all RMD since none of it was eligible for rollover.
March 28, 2024
4:21 AM
1,679 Views