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WHERE DO YOU ENTER 2020 RMD THAT YOU PAID BACK IN 2020? THE BROKER SAID TO REPORT ON FORM 5498.

 
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3 Replies 3
sjrcpa
Level 15

The broker's firm issues the 5498. Don't take tax advice from a broker.

Treat it as an indirect rollover.


ex-AllStar
qbteachmt
Level 15

"Don't take tax advice from a broker."

Well, yeah, certainly not from that broker...

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qbteachmt
Level 15

You seem to be lost on the internet.

You’ve come to a Peer User community for Intuit Tax Preparation products supporting tax preparation professionals using ProSeries, Proconnect and Lacerte , and you may be looking for support as an individual taxpayer. Please visit the TurboTax Help site for support.

Thanks.

 

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