HopeS
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Retirement tax questions

If you are using TurboTax Online, you will get to the RMD questions by going through the interview. Once you are logged into your account follow the steps below:

 

  1. Click on  IRA 401(k), Pension Plan Withdrawals (1099-R) section.
  2. Click on the Review next to the 1099-R you would like to revisit.
  3. Review the information to make sure all the information on your Form 1099-R was entered correctly.
  4. Complete the Interview


Complete the interview until you get to a page asking " How much of the Distributions was an RMD?" See the Screenshot below:

 

 

 

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