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Get your taxes done using TurboTax
@plynch1728 Can you clarify your question?. If you are filing a separate return, you would only indicate your RMD. If you filed a joint return, perhaps you are seeing information transferred from last year's return- if so, you may have to delete any of his information that does not have to be reported on a separate return. You enter the required minimum distribution after you enter the 1099-R entry.
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‎February 13, 2025
8:55 AM