Just enter the 1099-R and say that it was NOT a RMD and then say it was all rolled over.
Form 8915-E: Qualified 2020 Disaster Retirement Plan Distributions and Repayments, which is used for COVID-related early distributions, will be e-fileable starting 2/24.
The IRS is updating form 5329’s instructions to make it clear that COVID related exceptions cannot use 5329 and should use the new 8915-E.
@AmyC wrote:
Form 8915-E: Qualified 2020 Disaster Retirement Plan Distributions and Repayments, which is used for COVID-related early distributions, will be e-fileable starting 2/24.
The IRS is updating form 5329’s instructions to make it clear that COVID related exceptions cannot use 5329 and should use the new 8915-E.
@AmyC The question is about a RMD rollover that has nothing to do with the 8915-E form. It is simply the same as any other IRA rollover, except the CARES act allowed RMD to be rolled back. 8915-E not used for this.
I can't say I rolled over all of it, because I only sent back to the same IRA part of the distribution
yes, but how do I enter the rolled over portion in TurboTax?
@napadave wrote:
yes, but how do I enter the rolled over portion in TurboTax?
Check the box that you did a combination of thing and the enter the amount rolled over. The amount not rolled over will be ordinary income.