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Level 2
May 4, 2021
Question

rollover of rmd returned

  • May 4, 2021
  • 3 replies
  • 27 views

program rejects election of   returned RMD  item 8 as an error when selecting  7 distribution of RMD

    3 replies

    Level 15
    May 4, 2021

    If you returned or rolled over a retirement distribution in2020 first delete any 1099-R you worked on. Then report the distribution as seen on your 1099-R but answer no to the question is this a RMD. Then you can report the amount rolled over. 

    lkamanitzAuthor
    Level 2
    May 5, 2021

    sorry , but  no