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Retirement tax questions
I have 3 1099-R forms from Schwab. They are all for my RMD, but I see nothing on them to indicate that. Field 7 shows a 7, but not indication that they are for the RMD. I went into the Schwab site and the withdrawls were all for the RMD. My RMD this year was 55,3663.09. It has been paid--sales through the year and a final deposit of the remainder. The 1099-R forms all show the tax taken, but nothing that indicates they were for the RMD. I spoke to my Schwab rep, he affirmed that the 1099-Rs were all for the RMA.
How do I indicate this on my tax form if the 1099-R doesn't show it.
Wednesday