I had to re-enter a 1099R because I felt I made a mistake. I deleted it and entered it again. The 1st it asked for the RMD information but not the 2nd time. Any idea why?

[addifan]

This is for an inherited IRA and I entered all the information the exact same way and I was expecting to get the RMD questions again.

[MarilynG1]

The second time you entered your 1099-R, did you indicate that it was an 'inherited' RMD?

Did you check the 'IRA' box when entering the 1099-R?  You won't get the RMD question if not.

The distribution is taxed at your regular tax rate in any event.

Here's detailed info on Inherited IRA's.

[addifan]

@MarilynG1 

Thanks for your reply. I did select the IRA/SIMPLE/SEP box and also selected the inherited box. Today, it's now telling me I selected my RMD is zero when it didn't give me the chance to enter the correct information after deleting them. Should I try to delete it again and re-enter? Or is there a way to get to the questions about the RMD again? There was an RMD amount so it shouldn't be zero.

[MarilynG1]

If you selected 'all of this distribution was RMD', then you won't be asked the RMD amount.  If this applies, you could file your return like that, as you did take the required RMD.

If you select 'part of this distribution was RMD' then you'll be asked what the RMD amount was.  

You could delete/re-enter again.  If you're using TurboTax Online, close the program, clear your Cache and Cookies and return to that section. 

@addifan 

[addifan]

@MarilynG1 

I am using the online version, I cleared my cache and cookies then deleted and re-entered the 1099-R and it didn't give me the RMD question from your screenshot. This was for someone who passed away. Any other ideas what could be causing this?

[addifan]

@MarilynG1 

I think there might be a glitch, I went to tools and started the return over and it still didn't ask me if the withdrawal was an RMD and it went straight to this telling me my RMD is zero.

[MarilynG1]

So you did not get the screen asking 'was all or part of this distribution RMD?'.  

If not, why does TurboTax think your RMD was zero?  Did you enter another 1099-R where you were asked what your RMD was and entered 0?  

Since we can't see your return in this forum, you can Contact TurboTax Support for more help.

@addifan 

[addifan]

@MarilynG1 

It didn't give me that screen asking if all or part of the distribution was an RMD after the first time and support couldn't figure it out either. For some reason, it won't give me that question again. I am not sure why the system thinks it is $0, I have removed everything and added them again several times and even went into tools and deleted everything and restarted with no luck. I actually spoke with 3 different people yesterday with no resolution.

[DaveF1006]

It depends. First of all in entering your RMD, make sure you check the box in the form that mentions IRA/SIMPLE/SEP box is checked. Check the Box if not checked. Also make sure that the distribution code in Box 7, has a code 4.

1. In the follow-up screen, Do any of these situations apply to you? Check the Box that mentions that you inherited this IRA.
2. Next Screen will ask information about who this was inherited from.
3. Then it asks if you deposit the funds in your own account.
4. Then it asks when the spouse (or another person) was born. This actually triggers the RMD requirement.
5. Then it asks how much of the distribution was an RMD distribution.  How you answer this question is critical.
6. Then it asks again what the required distribution amount should be.  Turbo Tax does not calculate this for you.

See if this works.

[addifan]

@DaveF1006 

That question is finally back, I didn't change how I answered anything but somehow that question is showing up again.

I took more than the RMD amount, on the question How much of the $X.XX was an RMD? would I select the entire distribution was an RMD or Only part of this distribution was an RMD? When I select only part of the distribution was an RMD and I put in the RMD amount, the next screen asks for the RMD amount again so I want to make sure I am answering this part correct.

[DaveF1006]

Yes this is correct because this is a verification process that Turbo Tax uses to make sure the information is correct.

@addifan 

[addifan]

@DaveF1006 

Which option would I select on that question if I took more than the required amount? 

Would I select the entire distribution was an RMD or would I select Only part of this distribution was an RMD?

[addifan]

@MarilynG1 

That question is finally back, I didn't change how I answered anything but somehow that question is showing up again.

I took more than the RMD amount, on the question "How much of the $X.XX was an RMD?" would I select the entire distribution was an RMD or Only part of this distribution was an RMD? When I select only part of the distribution was an RMD and I put in the RMD amount, the next screen asks for the RMD amount again so I want to make sure I am answering this part correct

[SusanY1]

If you took more than the RMD, then indicate that the entire distribution was RMD.  This will cause the program to treat the distribution properly.