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Level 3
posted Jun 21, 2023 9:28:11 PM

I imported my Raymond James statement into Turbo Tax, but my RMD was not imported. How do I edit that income and the taxes paid?

0 1 179
1 Replies
Level 15
Jun 21, 2023 10:00:42 PM

That is on a 1099R.  The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

 

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

There are 4 boxes.  Be sure to pick the right box for the kind of 1099R you got.

 

If you are filing a Joint return be sure to pick which person it is for.