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Retirement tax questions
Do you have any 1099-Rs that have the Box 7 IRA/SEP/SIMPLE checked.
These are the 1099-R's that require an RMD.
Select each one of these and confirm the entries (Especially the RMD questions).
To Update a 1099-R
Log into TurboTax
- Under Federal
- Select Wages & Income
- Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Now Edit or Add another 1099-R
- Enter your Broker or plan administrator information.
- Follow the interview.
Where do I enter my 1099-R?
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‎February 20, 2025
6:45 AM