MarilynG1
Expert Alumni

Retirement tax questions

After you enter your 1099-R in TurboTax, you'll be asked how much of your distribution was RMD.  When you enter an amount here, you'll  get another screen where you can indicate 'some of this distribution applied to RMD' and again enter the amount. 

 

On the following screen, you can indicate that you 'rolled over less than the (distribution amount)'.  The next screen asks the amount rolled over.

 

@user17706596462 

 

 

 

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