Retirement tax questions

You might need to edit each 1099-R, and answer all the follow-up questions about the RMD amounts again.

They added a bunch of new questions that are supposed to clarify the situation for a ton of folks where it mis-reports the RMD amounts.   Do it even if yours was OK before the update.

 

Once you go thru each 1099-R, then "Continue" thru the interview to work back to the main menu...there's at least one more new question that asks if you took all the required RMDs for the year.

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*