There are several conditions that can cause this.
- When inputting your information, is there a (7) in box 7?
- To the question Do any of these situations apply to you?
- Did you answer
- None of these apply
- How much of the $X,XXX was an RMD?
- Did you answer
- The entire distribution was an RMD
- Let's get more information about your Required Minimum Distribution (RMD).
- Required Minimum Distribution Amount
- Enter the same amount as on the 1099-R
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