If you removed more than the RMD then please follow these steps to indicate the rollover:
- Open you return in TurboTax
- Click on "Search" on the right top and type “1099-R” in the box
- Click on “Jump to 1099-R”
- Continue until "About this Retirement Account. / Was this withdrawal an RMD for 2023?"
- Select “Part of this distribution was an RMD”, enter the amount, and click “continue”
- Continue until you get to “Tell us if you moved the money through a rollover or conversion”, choose “I rolled over some or all of it an IRA or retirement account within the time limits (normally 60 days)”, and click “Continue”
- Select “No, I rolled over less than $xxxx" and enter the amount returned to the IRA
Please be aware, RMDs cannot be rolled over.
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