Re: Problem with reporting IRA rollovers
New Member

Retirement tax questions

Isabella G:

Thank you so much for this advice. It worked exactly as you stated for my situation with a RMD.  I had a Qualified Distribution amount plus too much was withdrawn for my RMD and I had to rollover that overage back into the original IRA.


Your example and descriptions led me to be able to input everything I needed to complete this challenging situation!!



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