qbteachmt
Level 15
03-15-2021
11:54 PM
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"even though the 1099R shows the RMD as taxable"
Because it was, according to the issuing party, because they don't know what the taxpayer will be doing with the money that might result in some exclusion.
That part is not the issue. The issue is that RMDs normally are not qualified for rollover, but this one time, it qualifies. You have a regular rollover. That's the special provision.
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Don't yell at us; we're volunteers