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Level 1
March 25, 2024
Solved

RMD choice "not RMD" is not saving

  • March 25, 2024
  • 2 replies
  • 57 views
on a Annuity , choosing NO RMD does not save, every time i restart TurboTax it has checked RMD yes
Best answer by VolvoGirl

Expert Reviewed

If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again.   So be sure to go all the way to the end of the 1099R section.  They are right unless you go back.

2 replies

Level 15
March 26, 2024

The regular payments you have received are the equivalent of RMD so choose yes. 

VolvoGirl
VolvoGirlAnswer
Level 15
March 26, 2024

Expert Reviewed

If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again.   So be sure to go all the way to the end of the 1099R section.  They are right unless you go back.