MaryK4
Expert Alumni

Retirement tax questions

After you enter your 1099-R entry, there are followup questions-

  • Did You Inherit the IRA from This Payer?
  • About This Retirement Account
    • Was this withdrawal an RMD for 2019?
  • Transfer To Charity?  This is where you can enter the amount and TurboTax will exclude the income.

@fmpestorius

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