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Retirement tax questions
Or...... for the required RMD amount, enter $1 lower than the actual distribution.
The software only uses that to determine if any "can" be rolled over....and you likely wouldn't roll over $1.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 12, 2025
6:05 AM