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RMD ROLLOVER
I received automated RMD distribution for 2020 in December but then decided to Roll it Over back into the IRA as I wanted to take advantage of the waiver not to take the RMD. This was completed within the 60 day period but unfortunately completed in January of 2021. IRA custodian (TIAA) does not have form covering Rollover that starts in one year and completes in the next!
IRS advises to explain in an 'attachment' to my Turbo Home&Biz return which they assured me must exist in the software. But where do I find this? Thanks!
May 24, 2021
12:57 PM