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deeG
Level 2

I took a partial RMD last year and didn't roll the distribution back into my IRA, so am trying to figure what box to check.

I wasn't required because of the Cares Act.
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1 Reply

I took a partial RMD last year and didn't roll the distribution back into my IRA, so am trying to figure what box to check.

If you did not roll it back then it was not COVID related and it is irrelevant how you answer the RMD question.

**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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