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New Member
posted Mar 7, 2021 12:08:15 PM

Cares Acit and IRA distributions

I opted to not take my RMD from my IRA in 2020 duee to the Cares Act.  My financial institution said I would need to inform the IRS that I chose that option.  How do I report that to the IRS in Turbo Tax?

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2 Replies
Level 15
Mar 7, 2021 12:11:03 PM

If no distribution was made from the IRA in 2020 then you have nothing to report on your 2020 federal tax return concerning the RMD.

Level 15
Mar 7, 2021 5:18:28 PM

your financial institution gave you misinformation.

IRS knows the RMD was waived.