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CSF 1099R

I'm trying to input a CSF 1099R info. The program asks if this is a full RMD or partial and the amounts? I don't know haw to answer that. There are 3 siblings and we all received the same amount of death benefit.

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1 Reply
AmyC
Expert Alumni

CSF 1099R

If each person received their share of the full RMD, select yes and all. On the next screen, enter a value less than or equal to the payment amount on the 1099-R.

 

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