dmertz
Level 15

Retirement tax questions

Presumably this distribution was not an RMD because RMDs are not eligible for rollover.  If it was an RMD and was all RMD, TurboTax is correct not to ask What Did You Do With The Money From XYZ.

 

If this distribution was not all RMD, delete and reenter the Form 1099-R.  I'm not aware of any other circumstances where TurboTax would not present the necessary question when entering a code 7 Form 1099-R with the IRA/SEP/SIMPLE box marked.

 

(Presumably you did not have the money transferred to charity, otherwise you would not have the money to roll over.  Also, presumably you did not indicate that you inherited this IRA since the code 7 indicates that it is not an inherited IRA.)

 

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