dmertz
Level 15

Retirement tax questions

Make sure that you indicated that the Form 1099-R reporting your wife's RMD distribution is your wife's Form 1009-R, not yours.   Assuming that her distribution was truly from a traditional IRA and not from a qualified retirement plan like a 401(k), make sure that you have correctly marked the IRA/SEP/SIMPLE box on TurboTax's 1099-R form to match the marking on the Form 1099-R provided by the payer.

 

Click the Continue button on  the Your 1099-R Entries page to reach the questions that ask about your wife's basis in nondeductible traditional IRA contributions.