MonikaK1
Employee Tax Expert

Retirement tax questions

You can follow these steps to edit your RMD entries in Form 1099-R:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” and select edit next to the 1099-R you need to correct
  4. Continue until "How much of the $XXXXX was a RMD?" screen, select "The entire distribution was an RMD" (or select "Only part of this distribution was a RMD" and enter the amount of RMD) and click "Continue".
  5. On the "Let's get more information about your Required Minimum Distribution (RMD)" screen enter the amount of the RMD from this distribution again.

In the alternative, you could delete the 1099-R in question and reenter it.

 

See this tax tips article for more information about Form 1099-R.

 

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