MiriamF
Intuit Alumni

Retirement tax questions

You are correct. The RMD distribution should receive the same tax treatment as it got when your father-in-law was alive.

What was the taxable amount in Box 2? and what were the codes in Box 7?

If Box 2 was empty, then you would need to respond to the question, How much was taxable in the interview sequence. The taxable amount should be the same as for your father-in-law's RMD. If he took out more than the RMD, apply the same percentage for the taxable amount.

If all of this information has been entered correctly, then your best option would be to delete this form, then re-enter it.

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