BrittanyS
Expert Alumni

Retirement tax questions

You can make changes to the 1099-R by editing the entry.  To enter this in TurboTax follow these steps:

  1. Sign in to TurboTax
  2. Select Income and Wages
  3. Select Edit next to 1099-R
  4. Box 1 gives you the RMD
  5. Uncheck the box that tells the IRS that all of the amount is the RMD.

@Sherman-anna 

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