MaryK4
Expert Alumni

Retirement tax questions

For each 1099-R you have to designate an RMD amount, so the entry for Line A should not be more than the total on the 1099-R.  Box B cannot be more than the taxable amount for that 1099-R.

 

Make sure that the amounts you are entering apply only to the 1099-R it is showing.

 

 

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