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Carveth
Level 2
March 10, 2021
Question

I received an Rmd Distribution and returned the amount as RMD not required in 2020. How do I report?

  • March 10, 2021
  • 1 reply
  • 4 views
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macuser_22
Alumni - Champ
macuser_22Alumni - Champ
Alumni - Champ
March 10, 2021

Enter yiur 1099-R.


Answer the RMD question that "None of this distribution was a RMD" or"RMD not required" depending on the TurboTax version - because it was NOT a RMD, there were no 2020 RMD's.

Then you will get the screen to say it was "moved" and all rolled over.

That will put the 1099-R box 1 amount on the 1040 form line 4a with the word ROLLOVER next to it.



**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
    C
    CarvethAuthor
    Level 2
    March 10, 2021

    What do I do with the "Taxable Amount" box?

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