rjfertal
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That's exactly what I did to get the result of not having the money reported as taxable income and the notation, "Rollover" on line 4b.
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Yes, I got my answer to my question, and the solution worked. In short, if one responds in TT that the original distribution was NOT and RMD the system will the...
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Your suggestion looks like it works. I restarted TT and indicated that none of the distribution was an RMD. TT gave me a message saying that it wasn't taxable.T...
Activity Feed for rjfertal
- Posted Re: 2020 RMD Reversal on Retirement tax questions. January 27, 2021 3:10 PM
- Posted Re: 2020 RMD Reversal on Retirement tax questions. January 16, 2021 5:21 AM
- Posted Re: 2020 RMD Reversal on Retirement tax questions. January 14, 2021 8:19 AM
- Posted 2020 RMD Reversal on Retirement tax questions. January 13, 2021 7:34 PM
- Posted 1099-R with Code "T" - Roth IRA Distribution Exception Applies on Get your taxes done using TurboTax. February 13, 2020 7:47 PM
- Posted Part of of my 2018 IRA Distribution applies to my 2017 RMD that I deferred to Apr. 1 of 2018 and the rest applies to my 2018 RMD. how do I report this or not? on Retirement tax questions. June 1, 2019 9:56 AM