DanaB27
Expert Alumni

Retirement tax questions

If you are using TurboTax Desktop, the "Review your 1099-R info" screen is called "Your 1099-R Entries" screen. Did you enter any Form 1099-Rs? If not then you will just start in the retirement section and go through the questions until you get the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen.

 

  1. Click "Federal Taxes" on the top and select "Wages & Income"
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Update/Start" next to "IRA, 401(k), Pension Plan (1099-R)"
  4. Continue through the questions until you get the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD"
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