MayaD
Expert Alumni

Retirement tax questions

The RMD questions come up after you enter your 1099-R form. 

Open your return 

  1. Go to Federal 
  2. Go to Wages and Income
  3. Scroll down to Retirement Plans and Social Security.
  4. Select IRA, 401k, Pension Plan withdrawal (1099-R).
  5. Select Edit next to the 1099-R form 
  6. Continue to the Screen Required Minimum Distributions. 
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