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cean1963
Level 1
March 9, 2021
Question

RMD repaid

  • March 9, 2021
  • 6 replies
  • 18 views

how is a RMD repaid entered in ProSeries

This topic has been closed for replies.

6 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 9, 2021

Use the rollover section of he 1099R worksheet.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Sharon Feinberg
Level 2
March 9, 2021

What about when I client pays back a partial RMD but not the full amount? How do you record that?

Sharon Feinberg
Level 2
March 9, 2021

Also the partial amount isn't rolling over into the 8606. Maybe with the above suggestion it will but I haven't gone there yet. Thanks for any help you can offer.

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