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Retirement tax questions
TurboTax only asks the RMD question to determine if any portion of the distribution is ineligible for rollover, but the code D already indicates that the distribution is ineligible for rollover, so it doesn't matter how you answer the RMD question. TurboTax only asks this RMD question if the recipient was age 70½ or older in the year the distribution was received. This behavior has been present in TurboTax at least since 2013 when the IRS introduced code D.
May 31, 2019
9:38 PM