CAC
Level 8
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Retirement tax questions

Thank you for your reply. Yes I am confident I am entering the information correctly. I have tried all combinations of responses and none triggers a question asking what I did with the money (other than charity or HSA). The RMD was taken and the remainder rolled over to a new account. The only entry that does not generate taxes on the full amount is using the RMD amount in boxes 1 and 2a.