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After you file
To navigate to the follow up screen that will allow you to enter a RMD amount in TurboTax:
- Sign in to TurboTax and open or continue your return.
- On the left side menu, select Federal, Wages & Income.
- On the Wages and income screen, scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) and select Edit/Add.
- On the Review your 1099-R info screen, select the 1099-R you want to Review.
- Continue with the onscreen interview.
- You'll eventually get to the How much of the $XXX was a RMD? screen. Select one of the options.
- Enter the RMD amount in the box provided.
- Continue with the onscreen interview until complete.
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‎February 7, 2023
9:03 AM