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Retirement tax questions
You should have been asked about RMD during the Form 1099-R entry. Return to the IRA, 401(k), and pension withdrawals and Review your 1099-R entry.
- Verify that all boxes are entered correctly, and Code 4 is in Box 7
- On the page with "Do any of these situations apply to you?" Indicate you inherited the IRA.
- Next page/question is "Who did you inherit this IRA from?" Indicate "Someone else who passed away"
- Answer question about nondeductible contributions and Continue
- Indicate When your mother was born and Continue
- The next page should ask you about your Required Minimum Distribution (RMD)
- Enter the amount that is RMD and Continue
- Indicate that the entire distribution applied to 2024 RMD (if it did)
- That should finish your 1099-R entry
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‎April 9, 2025
6:40 PM