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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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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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