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Retirement tax questions
When entering the Form 1099-R that has code 4, indicate that it is all RMD and the entire RMD required.
When entering the Form 1099-R that has code 4 and G, TurboTax should not be asking anything about RMDs,. Despite that, TurboTax needlessly asks how much RMD is required with respect to this distribution and you must enter zero.
March 6, 2025
1:43 PM