Retirement tax questions

We can take this step by step.

1. Post your startup information
2. Enter your 1099-R details from XXX
   1. $ full amount
   2. Total Distribution
3. Do any of these situations apply to you?
   1. None of these apply
4. How much of the $XX,XXX was an RMD?
   1. Only part of this distribution was an RMD
   2. Enter RMD amount
5. Let's get more information about your Required Minimum Distribution (RMD).
   1. Enter the same number as above
6. Tell us if you moved the money through a rollover or conversion
   1. I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
7. Did you roll over all of this $XX,XXX (Box 1) to another retirement account?
   1. No, I rolled over less than $XX,XXX.
   2. Enter the total amount less all the you withheld

This will show a rollover with a taxable amount of what you withheld.

No penalties will appear.