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Retirement tax questions
The 1099-R for the RMD of your father should have code 4 in box 7.
Enter the 1099-R
Select "This personal was born before January 1, 1952"
Enter the amount of the distribution in the RMD due by Dec 31, 2024 box on the "Required Minimum Distribution (RMD)" screen
Select "The entire distribution applied to the December 31, 2014 RMD"
Select NO for "Any Periodic Payment?"
continue through the interview
This completes the entry for your father's RMD
Next enter the second 1099-R
Continue to the "What Did You Do With The Money?" screen and select "I rolled over all of this money"
Continue through the interview.
The RMD will be taxable and the rollover will not
@dcl766
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March 6, 2025
1:46 PM