Retirement tax questions

Then at age 70 1/2 you are required to take a RMD.     TurboTax asks if the distribution all or part of a RMD.

An RMD or any part of a RMD is not eligible to be rolled back or into any other retirement plan so the question will not be presented.

Only distributions that are in excess of a RMD can be rolled over, but the RMD must be satisfied first.   If your distribution was *more* than the RMD then answer the RMD question that part of the distribution was a RMD and enter the RMD amount, then the question will be asked so that the excess only can be rolled over.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**