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Retirement tax questions
Switch out of Forms Mode and go back to Step-by-Step.
- Go to Federal > Wages & Income > Retirement Plans and Social Security.
- Find your 1099-R entry (even if you don't have one for the missed RMD, you can use the "Other Tax Situations" > "Additional Tax on Qualified Plans" path).
- Answer "Yes" to the question "Did you miss a Required Minimum Distribution?"
- When it asks for the explanation in the big text box, type it there.
- When you enter it in the interview, the data is saved and will show up in the Smart Worksheet in black text instead of red, which means there’s no error..
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February 11, 2026
3:00 PM