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    RMD DISTRIBUTION RETURNED

    grossie
    Level 5
    ‎02-18-2021 09:22 AM

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

    Thank you.

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    1 Best Answer

    Accepted Solutions
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎02-18-2021 09:38 AM

    Scroll down the 1099R worksheet to the rollover section


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    View solution in original post

    5 Comments 5
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎02-18-2021 09:38 AM

    Scroll down the 1099R worksheet to the rollover section


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    grossie
    Level 5
    ‎02-18-2021 10:26 AM

    Lisa, many thanks.

    Hub
    Level 4
    ‎02-27-2021 01:11 PM

    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.

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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎02-27-2021 01:36 PM
    I dont know what Line 13 of FDI-7A means, which program are you using?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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    Hub
    Level 4
    ‎02-27-2021 01:44 PM

    ProSeries Professional

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