Retirement tax questions

You probably said you took the RMD.    There was no RMD so you must answer that "None of this distribution was a RMD" or "RMD not required", depending on the question, then yiu will get the screen to rollover.

 

Repeating the interview will not work - delete the 1099-R and re-enter to reset everything.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**