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abloom@bloomtaxc
Level 1
March 15, 2021
Question

WHERE DO YOU ENTER 2020 RMD THAT YOU PAID BACK IN 2020? THE BROKER SAID TO REPORT ON FORM 5498.

  • March 15, 2021
  • 2 replies
  • 12 views
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2 replies

sjrcpa
sjrcpa
Level 15
March 15, 2021

The broker's firm issues the 5498. Don't take tax advice from a broker.

Treat it as an indirect rollover.

The more I know the more I don’t know.
    qbteachmt
    qbteachmt
    Level 15
    March 15, 2021

    "Don't take tax advice from a broker."

    Well, yeah, certainly not from that broker...

    Don't yell at us; we're volunteers
      qbteachmt
      qbteachmt
      Level 15
      March 15, 2021

      You seem to be lost on the internet.

      You’ve come to a Peer User community for Intuit Tax Preparation products supporting tax preparation professionals using ProSeries, Proconnect and Lacerte , and you may be looking for support as an individual taxpayer. Please visit the TurboTax Help site for support.

      Thanks.

       

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