AmyC
Expert Alumni

Retirement tax questions

Yes, the program can handle the RMD correctly even though it asks. You should mark that none of it is RMD. Since it wasn't, because there is no RMD for 2020. Be sure to answer the questions about putting it back in. The IRS gets end of year balance statements from brokerages and you just want to keep it clean and simple.

 

@gdpeter

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