Retirement tax questions

Supposedly it is being worked on.

 

BUT...for the 1099-R forms that are NOT from an IRA.

 

(Assuming you did no rollovers during the year)

1)  Edit each of those (that are NOT from an IRA) and on the follow-up pages after the main 1099-R form, just indicate that  all the distribution was the RMD, and that the RMD taken is the amount showing in box 1.

 

2) then edit the 1099-R for the IRA, and if it was all an RMD, indicate that and say the box 1 $$ was the RMD amount.

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Do not try to combine the RMD $$ total for the IRA is including the non-RMD 1099-R forms....the IRA has to be figured based solely on your IRA accounts.

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Try that and see what happens.....that is, unless you did some rollovers during the year, then I'm not sure how to do it and get it working right....(haven't tried)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*