Deductions & credits

@richardk19 

 

Richard ... ANY money coming from an IRA, annuity  or 401K is cosidered to be coming from a retirement plan so don't let that distinction hang you up.   If you got a 1099-R then you need to enter it in the program and continue thru the interview to indicate how much was the RMD and how much was the QCD (may be the same amount) to let the program put the correct amounts on the correct lines.  In the summary screens you will ONLY see the total distribution but the taxable portion will ONLY be seen on the form 1040 so don't get hung up on what you see on that summary page. 

 

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.