JohnB5677
Expert Alumni

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

  1. Under Federal
  2. Select Wages & Income
  3. Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Now Edit or Add another 1099-R
  5. Enter your Broker or plan administrator information.
  6. Follow the interview.

Where do I enter my 1099-R?

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