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STANRUSZAT1
Level 1
June 16, 2021
Question

HOW TO ENTER IRA ROLLOVER IN 2021 FOR RMD RECEIVED IN 2020 BY 1099R

  • June 16, 2021
  • 2 replies
  • 9 views
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2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
June 16, 2021

Do you mean the RMD rollover that had to be done by August 31st, 2020?

https://www.irs.gov/newsroom/irs-announces-rollover-relief-for-required-minimum-distributions-from-retirement-accounts-that-were-waived-under-the-cares-act

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    qbteachmt
    qbteachmt
    Level 15
    June 16, 2021

    It might be possible to recharacterize the RMD as covid disaster distribution, if it qualifies. Read the Form 8915-E instructions to see if your clients' situation meets those requirements. If so, repayments are possible as the "rollover" period is three years in this case. Also read the section that describes how to report repayment, in case that requires 1040X for 2020.

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