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Retirement tax questions
If you can't do this without overrides, either you are not entering it correctly or your rollover included some amount of your RMD which was not eligible for rollover. A permissible rollover entered properly combined with a QCD will result in TurboTax including the notation "STMT" next to Form 1040 line 4b and will include a statement showing the QCD and rollover amounts separately identified.
Try deleting and reentering the Form 1099-R.
‎February 27, 2020
8:30 AM