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MY 2020 TurbTax does not ask what I did with the RMD from my 1099R?

How do I enter the CARES 2020 rollover I did with the RMD from my IRA?
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Accepted Solutions

MY 2020 TurbTax does not ask what I did with the RMD from my 1099R?

Delete the 1099-R you entered and re-enter.

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.**

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2 Replies

MY 2020 TurbTax does not ask what I did with the RMD from my 1099R?

Delete the 1099-R you entered and re-enter.

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.**

MY 2020 TurbTax does not ask what I did with the RMD from my 1099R?

Thanks for the help. Problem resolved.

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