DaveF1006
Expert Alumni

Retirement tax questions

@surfer415 It depends. Please read this Turbo Tax article  written by Turbo Tax expert SamS1 and pay particular attention to the screen shots that are listed at the bottom of the post. Answer the those questions in the manner that he illustrated and see if this works for you. Don't delete and start over again like it is suggested because you have been down this same path before. Just do the follow up steps after the 1099R entry especially when it asks questions about the RMD distribution.

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