DaveF1006
Expert Alumni

Retirement tax questions

It depends how the information is entered in TurboTax.  After the 1099R is entered, there will be a series of questions to be answered.  One of these is if this plan is a qualified or non-qualified plan. If you select non-qualified, then a question may appear asking  if you have missed a RMD payment from any qualified plans. Here you can indicate that none of these plans failed to withdraw a RMD. At this point, you are done entering the form.

 

 

 

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