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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".
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‎February 22, 2025
8:07 AM
1,840 Views