rollover of rmd returned

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

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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.

In 2022 I used the TurboTax download to prepare my tax return and that was the first year I had Qualified Charitable Contribution (QCD) as part of my IRA RMD. I got an IRS Notice: CP2000 about that return stating that "We couldn't identify the retire...

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rollover of rmd returned

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rollover of rmd returned

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