Stuck in a loop of needs review. Took the RMD, with Fed & State Taxes included. Did not return the funds to the any account, used them to pay bills. How do I complete?

[ColeenD3]

Did you indicate that you took the money in the interview portion of Form 1099-R. The screen is shown below.

[frosttaxrecords]

I new to Turbo Tax,  I'am not finding it that easy.  

I do not get the screen you displayed.  I get this screen. 

How much of the $X,XXX.XX was a RMD?

Since they're over age 70 1/2 in 2020, they may have taken a required amount of money, or required minimum distribution (RMD), out of this account, or else be subject to a 50% additional tax. The RMD needs to be withdrawn each year, and the plan administrator, banker or broker usually figures out how much money must be taken out.

Because of a law change on March 27, 2020 as part of the CARES Act, required minimum distributions have been suspended for 2020 for certain accounts.

Important: If you took your RMD and later rolled it back into your account under the CARES Act, answer 'None of this withdrawal was a RMD' here. If you took your RMD as usual, go ahead and let us know below.

The entire distribution was a RMD

Only part of this distribution was a RMD

None of this withdrawal was a RMD

I have tried submitting with using all three of the above with no luck.

How do I get to the screen you displayed?

She kept the funds and use them to pay other bills.

[SamS1]

Since there is no RMD requirement for 2020, indicate None.  Are you or spouse 72 or older?  If not, then go back into My Info and temporarily change the 1099R recipient's age to 72, delete the 1099R, then re-enter.   After you have logged in and are in your return in TurboTax Online:

• Go to Search at the top of the screen.
• Enter Form 1099-R in the search box. 
• You will see a Jump To function that will take you to the 1099-R input screens. 
• Delete the 1099R in question by clicking on the trash can next to the form
• Then add a new 1099R and manually enter your 1099R.

At the financial services screens, click "Change how I enter my form" then "Type it myself"

After you enter all the 1099R RMD screens, change the age back to the correct age.

[frosttaxrecords]

Still in the Loop, the information provide did not work.

Can not submit until this issue is resolved.

[SamS1]

Try deleting the 1099R, logging out pf TurboTax, clearing your browser cashed and cookies, logging back in, then re-entering the 1099R.  Cookies are small files that temporarily store data on your computer. We use them to personalize your experience so you see information you already entered and not items that are irrelevant or repetitive. On rare occasions, they may make your browser think you already did something that you still need to do. To fix that, you'll need to delete (clear) the cookies from your browser. Each browser has a slightly different method for deleting cookies. Choose the browser you're using:

• Internet Explorer
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• Safari for iOS (mobile devices)

We don't have specific information on the procedures for the third stimulus payment because the measure just passed Congress.  If you had issues receiving your earlier stimulus, then the best way to ensure that you are one of the first to receive any future stimulus payments is to file your 2020 tax return as early as possible and use direct deposit so that the IRS will have your updated information. 
 
You can find the most up to date information from the IRS here, and updates from TurboTax here as they develop.