Yes, you will be asked what you did with the money when you enter your 1099-R. You can do this when you finish your tax return.
- When you enter your 1099-R in TurboTax, the follow-up questions will let you indicate that you returned a portion of the distribution back to the same IRA.
- Only 'Some of the distribution....' on the screen 'How much of this distribution applied to your December 31, 2024, RMD'. Enter the RMD amount and then the rest can be rolled over Only the extra can be rolled over because you are not allowed to roll any portion of the actual RMD.
- Here's more info on How to Enter a 1099-R.
@pyeatrakas
[Edited: 04/14/2025 | 3:17 PM PST]
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