JamesG1
Expert Alumni

Retirement tax questions

Report the RMD at the screen How much of the $XX was a RMD after entering the IRS form 1099-R.

 

Review IRS form 1099-R by following these steps:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & Income.
  • Scroll down to IRA, 401(K), Pension plan withdrawals (1099-R).  Click Edit / Add to the right.
  • At the screen Here's your 1099-R, click Edit to the right of the 1099-R to be reviewed.

@kmcsenior 

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