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Question

can I enter rollover amount from ira distribution

Forum|Forum|1 year ago
March 8, 2025
1 reply
0 views

I took a normal withdrawal from an IRA (age 73) and rolled over a portion of it. I got a 1099R showing the full withdrawal. How do I report the rollover as well the RMD taken?

Employee

After you enter the Form 1099-R the program will take you through a series of screens. One of the screens will have you enter the amount of the distribution that was an RMD. Another screen will ask you if you rolled over an amount to another tax deferred plan.