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rskalka1
New Member

Where do I include wife's RMD

I see no place to include my wife's RMD
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1 Reply
ColeenD3
Expert Alumni

Where do I include wife's RMD

Enter your form 1099-R exactly as it is. The RMD will be acounted for in the interview.

 

To enter pension and annuity Payments (1099-R)

•        Click on Federal Taxes (Personal using Home and Business)

•        Click on Wages and Income (Personal Income using Home and Business)

•        Click on I'll choose what I work on (if shown)

•        Scroll down to Retirement Plans and Social Security

•        On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

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