3287039
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

9369
New Member

How do I indicate there is no RDM in my retirement plan?

How do I undo marking Other Distribution  for RDM choices?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

How do I indicate there is no RDM in my retirement plan?

Just say all of the distribution was RMD. 

How do I indicate there is no RDM in my retirement plan?

To edit your RMD information in TurboTax Online:

  1. Select Tax Home in the left pane
  2. On the Hi, let's keep working on your taxes! screen, select the dropdown to the right of Wages & Income
  3. Select StartPick up where you left offReview/Edit or Work on other income, as appropriate
  4. Scroll down and select Edit/Add to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. On the Here's your 1099-R info page, select Edit to the right of any account information listed
  6. If you see the Who does this 1099-R belong to? screen, make sure your or your spouse's box is checked, as appropriate for the distribution
  7. Proceed through the interview screens, making any corrections necessary
  8. Eventually, you'll come to a How much of the [distribution amount] was a RMD? screen.  Here, select the correct option and make any additional changes needed

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question