Retirement tax questions

Thank you AmyC!

I took a quick read and believe that I will be able to address the issue, if not from your reply, then from a link within your reply.  Due to an issue at the investment firm, my account was frozen until early 2024.  So, I was late with last year's RMD and made up for it by Jan. 17 of this year.  Since I did not receive a 1099-R for the late payment, I saw instructions how to work within TurboTax to indicate that I did not receive that particular 1099-R, and I can go from there to address that.

Best regards, and many thanks for your prompt reply!

Ed