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How do I report an RMD from a different payer?

 
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LisaBr
New Member

How do I report an RMD from a different payer?

If you are trying to add an additional 1099R from a different Institution than the one you have already added, here are the instructions:

1.  Go to Federal.

2.  Select Wages and Income.

3.  Go to the Retirement Income section where you've already added a 1099-R.

4.  You will see a box to add another 1099-R on the bottom left of your screen.

5.  Once you have chosen that area, you can add the additional 1099-R.

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1 Reply
LisaBr
New Member

How do I report an RMD from a different payer?

If you are trying to add an additional 1099R from a different Institution than the one you have already added, here are the instructions:

1.  Go to Federal.

2.  Select Wages and Income.

3.  Go to the Retirement Income section where you've already added a 1099-R.

4.  You will see a box to add another 1099-R on the bottom left of your screen.

5.  Once you have chosen that area, you can add the additional 1099-R.

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