HelenC12
Expert Alumni

After you file

To navigate to the follow up screen that will allow you to enter a RMD amount in TurboTax:

 

  1. Sign in to TurboTax and open or continue your return.
  2. On the left side menu, select Federal, Wages & Income
  3.  On the Wages and income screen, scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) and select Edit/Add.
  4. On the Review your 1099-R info screen, select the 1099-R you want to Review.
  5. Continue with the onscreen interview.
  6. You'll eventually get to the How much of the $XXX was a RMD? screen. Select one of the options.
  7. Enter the RMD amount in the box provided.
  8. Continue with the onscreen interview until complete.

 

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