Retirement tax questions


@ColeenD3 wrote:

Enter your 1099-R as you normally would. Say that you did take your RMD. 

 


FYI It should not be tied to the RMD question anymore.   For many RMD's start at age 72 now and QCD's can be taken after age 70 1/2 so there might not be any RMD question if over age 70 1/2 and under 72.

**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.**