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April 9, 2021
Question

How to trigger the "What did you do with this money" screen? 1099R dist...Box 7 code 7...IRA/Sep/Sim cked. ..no option to report a rollover. How can I get that option?

  • April 9, 2021
  • 1 reply
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1 reply

Employee
April 9, 2021

You must indicate that none of the 2020 distribution was RMD.  Delete and reenter the 1099-R.