DanaB27
Expert Alumni

Retirement tax questions

If this Form 1099-R included part of the distribution you need to select "Only part of this distribution was a RMD" on the "How much of the $XXXXX was a RMD?" screen and enter the amount of RMD.

 

Also, make sure you click continue after all Form 1099-R are entered. Continue until the "Did You Miss a Required Distribution From Any Retirement Accounts?" and select "None of these plans failed to withdraw the RMD".

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post