JohnB5677
Expert Alumni

Retirement tax questions

As an alternative, you can post the combined total for all of the RMD's. 

 

Then Post each 1099-R separately,  

 

Follow the interview carefully.

  • When you are asked "Let's get more information about your Required Minimum Distribution (RMD)."
  • Record the TOTAL RMD required for all accounts.

As you go through the interview 

  1. You will then get a follow-up question
  2. Just a few more details about your RMD
  3. I took out the entire remaining amount during the correction window
  4. Yes

 

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