dmertz
Level 15

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.