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New Member
posted Mar 11, 2025 1:07:20 PM

RMD

I entered the amount of my RMD taxable amount incorrectly. Now TT won't let me correct it on all the relevant schedules. It also won't let me put QCD on line 4B of the 1040 as instructed. How do I fix this?

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1 Replies
Expert Alumni
Mar 11, 2025 5:42:46 PM

The best thing to do is delete all the 1099-Rs and start again.  To delete the forms:

 

Windows instructions

  1. Open or continue your return.
  2. Switch to Forms Mode by selecting the Forms icon.
  3. From the menu, select the form you want to remove.
  4. After the form is generated in the right pane, select the Delete Form button.
  5. Follow any onscreen instructions to remove the form or forms.

Mac instructions

  1. Open or continue your return.
  2. Switch to Forms Mode by selecting the Forms icon.
  3. From the menu, select the form you want to remove (if you don't see it, select Open Form at the top).
  4. From the Forms menu, select Remove [form name].
  5. Follow any onscreen instructions to remove the form or forms.