Here's the progression of steps that should occur after entering your 1099 R.
- If Box 7 has a distribution code of 4, after you enter your 1099R, there will be a screen that asks if you inherited the IRA. If you said yes, you will then give information about who you inherited it from.
- The it asks if you made non-deductible contributions.
- Then asks if it is a 403 B plan.
- Then a key question, how much was your RMD requirement for the year.
- Then it asks, how much was the distribution applied to the RMD.
- Then either the next screen or the screen that follows will ask if you transferred this to charity.
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