Here are the steps to delete and reenter your RMD information from a 1099-R in TurboTax:
Here are the steps to delete and reenter your RMD information from a 1099-R in TurboTax:
Delete the Existing 1099-R Entry:
- Log into TurboTax.
- Navigate to the 1099-R section:
- Type "1099-R" in the search bar (magnifying glass at the top right).
- Click "Jump to 1099-R."
- Find the existing 1099-R entry you want to delete.
- Select the option to delete this entry (trash can icon).
Reenter the 1099-R Information:
- Select add (+) to reenter the 1099-R (RMD).
- Enter the details from your 1099-R form, including the distribution amount and any relevant codes.
- Indicate whether the distribution was fully or partially an RMD:
- If only part of the distribution was an RMD, enter the exact amount.
- Continue through the questions guided by TurboTax.
Reach back out if you meant something else,