> You can also check Schedule 2 line 8.
How would I check this?
What am I looking for?
I have the TT app, not online.
> Did you get a warning during the retirement interview?
There was no "interview".
He inherited this from Grandma, who passed away.
>What is his code in box 7 on Form 1099-R?
"4 X"
> Entries boxes 1 and 2a?
$4443 and $4443
The RMD is what our tax person told us to take.
Last year the RMD was 5279.00
• Click on "Search" on the top right and type “1099-R”
• Click on “Jump to 1099-R”
I did that.
What am I looking for?
The content seems right.
best,
Mac
