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New Member
posted Jan 27, 2025 5:59:53 AM

RMD completed correctly but preventing efile

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1 Replies
Expert Alumni
Jan 27, 2025 6:10:50 AM

Lets try to get your return filed.

The first thing is to be sure that all review items are corrected.

 

Go to Federal on the task bar.

  1. Select Federal Review.
  2. First screen is Accuracy's everything. Time for a quick review.
    1. Click Check My Info
  3. A chart will pop up and list the number of areas to be checked
    1. Click Continue.
  4. All of the areas that need review will be listed
  5. Select REVIEW for each area, and make appropriate corrections.
  6. Any issue with the RMD should be highlighted.

Also do this for the state.

This will clean up all of the REVIEW situations on your return.

 

If this still doesn't work, I suggest you delete the 1099-R that has the RMD, and re-post it.