Retirement tax questions

You should withdraw the balance of the RMD before April 18th.  

• This will fulfill the RMD requirement.  
• It may be taxable, but you stated it was only a few dollars.  
• You should include it on your 2022 tax return as a substitute 1099-R.  This will avoid having to file an amended return next year.
• You will get a 1099-R in 2023 for this transaction.
• If you do as suggested above you can disregard that 1099-R.

To File a 1099-R substitute

On sidebar 

1. Select Federal 
2. Wages & Income 
3. Select Wages and Salaries, or Revisit 
4. Scroll to Retirement Plans and Social Security
5. Select the type of income.
   1. IRA, 401(k), Pension Plan Withdrawals (1099-R)
   2. Social Security (SSA-1099, RRB-1099)
   3. Canadian Registered Pension Income
6. At this point you can edit an existing document of [Add another 1099-R]
7. If a new 1099-R continue to Let's import your tax info
8. [Change how I enter my form]
9. [Type it Myself]
10. Post your information.
11. Box 7 will probably be code 8  "Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2022".
12. Several screens after you've posted your information, 
13. Do any of these situations apply to you?
14. Select I need to file a substitute 1099-R
15. Continue to the end of the interview.