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New Member
posted Apr 12, 2025 2:46:18 PM

how do i get back to the question of how much my RMD was for 2024? I'm not able to navigate back to it.

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1 Replies
Expert Alumni
Apr 13, 2025 9:17:20 AM

Please follow these steps:

 

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R” and select to edit the Form 1099-R
  3. Continue through the screens
  4. Enter the RMD amount for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen
  5. Continue until "How much of this distribution applied to your December 31, 2024 RMD?" screen and select "The entire distribution was an RMD" /or select "Only part of this distribution was a RMD" and enter the amount of RMD (if this distribution includes RMD for other IRA accounts then you included the amount here)
  6. On the "Here's your 1099-R info" screen click "Continue"
  7. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024, otherwise select what is applicable.