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Retirement tax questions
If the date of birth entered in the personal information section indicated that you are age 70 1/2 or older then if entering a 1099-R (other than a direct rollover) will always ask the RMD question and has for years. (Even though there is no reason to do so.)
**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.**
‎June 1, 2019
10:38 AM