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I have a roth distribution (code Q) however Turbo software keeps asking questions about RMD status on a Roth qualified distribution

 
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DanaB27
Employee Tax Expert

I have a roth distribution (code Q) however Turbo software keeps asking questions about RMD status on a Roth qualified distribution

Please make sure that the IRA/SEP/SIMPLE box isn't checked on your 1099-R entry:

 

  1. Click on the "Search" on the top right and type “1099-R” 
  2. Click on “Jump to 1099-R”
  3. Review your 1099-R entry
  4. Continue, on the "Did you miss a Required Minimum Distribution...." screen select "None of these plans failed to withdraw the RMD"

 

Please note, all users 73 or older will get the RMD question at the end of the retirement section. 

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