You can view all the forms with the CD/download versions. Online you can print and view all the forms and worksheets after you pay.
As I said before - there is NO RMD form. The 1099-R is exactally the same as any other Traditional IRA distribution. NOTHING about a RMD goes on your tax return. The RMD questions is only asked because there is a penalty for NOT taking the RMD - that question is asked of anybody whose age is 70 1/2 or older.
The 2017 year end value is NOT asked because the IRS want's it, it is asked so that the taxable amount of the distribution can be properly calculated and taxed. The answer of year end value goes on line 6 on a 8606 form for the calculations. Without knowing the 2017 year end value the taxable amount will not be correct.
See your 8606 form. If line 6 does not have the *2017* year end value then you entered it incorrectly.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
