DanaB27
Expert Alumni

Retirement tax questions

Yes, please enter only full dollar amount. Also, if you took all of your required RMD you can indicate at the end that end of the interview that you took all of your RMD:

 

  1. Click on the "Search" on the top right and type “1099-R” 
  2. Click on “Jump to 1099-R”
  3. Review your entries and continue through the questions
  4.  On the "Review your 1099-R info" screen click "Continue"
  5. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD"

 

@tmhaas 

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