dmertz
Level 15

Retirement tax questions

The RMD question is asking how much of the distribution was RMD is used only to determine the amount that is eligible for rollover, not for determining any penalty; the question is actually asking how much of the distribution is not eligible for rollover.  In the case of a non-spouse beneficiary, it is all ineligible for rollover, all RMD.  If you didn't roll over any of this distribution, it doesn't matter how you answer this question.

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