Solved: RMD DISTRIBUTION RETURNED

grossie · ‎02-18-2021

Taxpayer returned RMD distribution prior to August deadline. How to report on Form 1040.

Thank you.

Just-Lisa-Now- · ‎02-18-2021

Scroll down the 1099R worksheet to the rollover section

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

Just-Lisa-Now- · ‎02-18-2021

Scroll down the 1099R worksheet to the rollover section

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

grossie · ‎02-18-2021

Lisa, many thanks.

Hub · ‎02-27-2021

Lisa
Every time I enter the RMD as Entire distribution rolled over on line 13 of FDI-7A it is still taxing the entire distribution. It only works for me when I put a G into box 12 for a code.

Just-Lisa-Now- · ‎02-27-2021

I dont know what Line 13 of FDI-7A means, which program are you using?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Hub · ‎02-27-2021

ProSeries Professional

RMD DISTRIBUTION RETURNED

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