Reply To: 2020 RMD

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Alan S.

Not necessarily separate. The distribution goes on line 4a of Form 1040 along with any other distributions you may have taken before year end. You would enter “rollover” on the line next to 4b and the amount of the distribution rolled back would not go on 4b. In a simple case where this was the only distribution, the gross value of the shares (will be on your 1099R) will go on 4a, nothing on 4b, and “rollover” entered next to 4b.