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Retirement tax questions
(I failed to notice that this was a follow-on to an old question.)
TurboTax only asks this RMD question to determine how much might be eligible for rollover. However, a distribution paid to a non-spouse beneficiary is not eligible for rollover no matter how much was RMD, so it doesn't matter how you answer this question. For simplicity, just say it was all RMD and TurboTax will skip the question asking if you rolled any of it over.
March 24, 2020
2:28 PM