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New Member
posted Feb 21, 2021 11:43:52 AM

I did not take RMD this year, ho3wever it continues to show up as income in Turbo Tax. When hit "review" i cannot see RMD so cannot delete

Turbo Tax will not let me edit/delete an incorrect
RMD in the income.  I did not take RMD, but it continues to show up as income.

0 3 329
3 Replies
Expert Alumni
Feb 22, 2021 7:45:44 AM

Where is this income coming from? Did you enter a 1099-R with a distribution? If so, it doesn't matter if you say it was an RMD or not. You took the money, so you might as well call it an RMD to get rid of any issues.

New Member
Feb 20, 2025 5:37:29 PM

I checked a box in the RMD by mistake and now I am unable to delete it.

Expert Alumni
Feb 21, 2025 5:56:54 AM

You can make changes to the 1099-R by editing the entry.  To enter this in TurboTax follow these steps:

  1. Sign in to TurboTax
  2. Select Income and Wages
  3. Select Edit next to 1099-R
  4. Box 1 gives you the RMD
  5. Uncheck the box that tells the IRS that all of the amount is the RMD.

@Sherman-anna