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AFTER I IMPORTED MY 1099 R FROM SCHWAB

TURBOTAX PREMIER 2024 ASKS ME QUESTIONS THAT THE IMPORTED FORM-1099R-- DOES NOT PROVIDE FOR STATE OF MARYLAND: I’m being asked by Turbotax 1. State ID, 2. Payer’s State No. and 3. State Distribution amount… Called Schwab FIVE TIMES   NO HELP AT ALL.… Kind of nuts I’m supposed to know this and enter into MY TT FEDERAL TAX RETURN…CAN SOMEONE PLESE HELP?  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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4 Replies

AFTER I IMPORTED MY 1099 R FROM SCHWAB

If box 14 for state withholding is empty then leave all boxes 14-16 Blank.

 

If box 14 has an amount and box 16 is blank put in the amount from box 2a in box 16.  If 2a is blank then put in the amount from box 1.

AFTER I IMPORTED MY 1099 R FROM SCHWAB

Tks box 14 is empty.

AFTER I IMPORTED MY 1099 R FROM SCHWAB

FOR TAX YEAR 2025 AND SUBSEQUENT YEARS WHAT IS MY DEADLINE REQUIRED BY IRS FOR ME  TO DO THE NEXT RMD??  Thanks

DanaB27
Expert Alumni

AFTER I IMPORTED MY 1099 R FROM SCHWAB

You will have to take each RMD by the end of the year. Therefore, you have to take the RMD for 2025 by December 31, 2025.

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