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rjfertal
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  • Re: 2020 RMD Reversal

    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.
    rjfertal
    Updated Apr 24, 2021

  • Re: 2020 RMD Reversal

    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...
    rjfertal
    14
    Updated Apr 24, 2021

  • Re: 2020 RMD Reversal

    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...
    rjfertal
    3
    Updated Apr 24, 2021
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