Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 1, 2021 12:22:10 PM

My entire RMD was put back into my IRA, however I am still getting taxed for it. Why?

0 5 435
5 Replies
Level 15
Feb 1, 2021 12:34:34 PM

First delete the 1099-R form that you completed and start again. This time answer NO to the question “Is this an RMD.” Now you will be asked if any amount was returned. 

New Member
Feb 1, 2021 1:04:56 PM

How does that work if Federal and State taxes were withheld at time of distribution?    

Level 15
Feb 1, 2021 1:25:36 PM

The tax withholding will be applied to your 2020 tax return to increase your refund so you will get it back.  If you want to roll back the entire amount of the 1099-R box 1 then you must use other funds to replace the tax. 

Level 15
Feb 1, 2021 1:28:11 PM

But if you didn't include the withholding when you replaced the distribution then the withholding itself will become a distribution and taxable.  

Level 15
Feb 1, 2021 1:40:14 PM


@VolvoGirl wrote:

But if you didn't include the withholding when you replaced the distribution then the withholding itself will become a distribution and taxable.  


That is correct - the withholding is taxable unless replaced.  The TurboTax interview will ask about that.