Retirement tax questions

TomD8 · ‎January 20, 2025

When you enter the 1099-R in TurboTax you'll come to a page titled "About this Retirement Account."

On that page, answer Yes that the withdrawal was an RMD, and then check that all of the distribution was an RMD.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.