DawnC
Expert Alumni

Retirement tax questions

What state are you in?   @jhrob   And is there any particular reason why you are not e-filing your returns?   If you returned the full amount of the RMD, you should show no taxable income for the distribution on the federal or state return.   Also, when you returned the money, did you also return any amounts withheld for federal and state taxes?    If you did not (meaning you only returned the amount of your deposit instead of the amount in Box 1 of the 1099-R), the withheld amounts should show as a taxable distribution.    But you will also receive a credit on the returns for the amounts withheld.   

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"