- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If you were not required to take any RMDs for 2024 then you can tell TurboTax at the end of the retirement interview that you didn't fail to withdraw your RMDs:
- Click on the "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- On the "Review your 1099-R info" screen click "Continue"
- On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen 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"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
February 23, 2025
12:57 PM