Retirement tax questions

Please look at the post from Dana Employee Tax expert a couple messages back. This should answer both of your questions.

Employee Tax Expert
 

 

With regard to your questions:

Comment regarding my step 2)I saw no note giving any clear direction on what to include as being included when they ask about "How much of this distribution was for your RMD" (paraphrased). Perhaps you have a different edition. I have Windows desktop. However, in Dana's post it is made clear to include all distributions that you took out of this account to satisfy an RMD.

Comments regarding my step 3 for IRAs without a 1099r) See Dana's post. Where it says to say no to the last question if you don't have any other IRAs, you would say "Yes" I didn't have to do this so I don't know what comes next.

Good Luck!