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New Member
posted May 14, 2021 4:36:59 PM

Can I access my answers to turbotax questions from last year?

I want to see if I answered that my retirement income was a RMD or not.

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2 Replies
Level 15
May 14, 2021 5:13:57 PM

No you cannot and the answer to the RMD questions does not go on  a tax return at all.

 

RMD's are not allowed to be rolled over and the reason for the question is only to remind you of the RMD requirement and prevent it from being rolled over.

 

Nothing about a RMD goes on a tax return.    The only thing you report is a distribution.

Level 15
May 14, 2021 5:21:31 PM

Is it for a pension?  Did you turn 70 1/2 last year?   If you are 70 1/2 it will ask you if it is the RMD. Say yes. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD.