desiroe
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Retirement tax questions

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Forms 1099-R Summary: RMD total not distributed - We are hard at work on some updates related to your situation. In the meantime, you can keep working on other parts of your tax return. Please check back here later.

RMD total not distributed

Code P

Code R

35

36

Distribution reported on 2023 tax return

Recharacterizations of prior year contributions or conversions. Need not be reported on tax return.

Tax Withholding

Box 4

Box 14

Box 17

37

38

39

Total federal tax withheld

Total state tax withheld

Total local tax withheld