DianeW777
Expert Alumni

Retirement tax questions

First, enter the 1099-R for your required minimum distribution (RMD) and enter that full amount for the RMD amount question. 

 

The second 1099-R will ask if you rolled it over and be sure to respond to the question for this 1099-R. You may need to enter two 1099-Rs for the second one since part was a rollover and part was a RMD. This will allow TurboTax to know the correct process for your return.

 

If the IRS does have a question, the same process will take place and your explanation seems to have provided sufficient detail for the IRS.  See below for helpful information.

 

@debbiesintuit 

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