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Retirement tax questions
Danab27, in step 4 if I chose “the entire distribution was an RMD” but the distribution was more than the two RMD’s, is that ok to say? And if I say that, will the steps past step 4 show up for me to proceed with?
The process I did was state that “Only part of this distribution was a RMD” and I entered the amount of both the RMD’s but then could not get past step 4. Which should I choose: the “entire distribution” or “only part of the distribution“ in order to show that satisfied both RMD’s from the one
1099-R.
February 27, 2025
12:02 AM