dmertz
Level 15

Retirement tax questions

TurboTax asks for the RMD amount of each separately entered Form 1099-R to determine how much of the distribution is eligible for rollover.  Any portion of the distribution that is RMD is not eligible for rollover and TurboTax will block you from indicating in the follow-up from indicating that any portion that was RMD was rolled over.  If you did not roll over any of the distribution, it doesn't matter what you tell TurboTax as the amount of the distribution that was RMD.  It only matters that in the follow-up after clicking the Continue button on the Your 1099-R Entries page that you indicate whether or not you satisfied all RMDs properly.