To review how you answered the Required Minimum Distribution (RMD) questions on your 2023 tax return.
Step 1
To print your complete tax return, including all worksheets, in TurboTax Online, follow these steps:
- Open your TurboTax account.
- Click on Tax Home in the left column.
- Scroll down to Your tax returns & documents.
- Under 2023, click on Amend (change) 2023 return.
- Click on Tax Tools in the left column.
- Click on Print Center.
- Click on Print, save, or preview this year's return.
- Enter the information on the following screens.
- Put a checkmark on the return you want to print and click on Include government and TurboTax worksheets.
- View and print your forms.
- Lastly, click Cancel Amend in the left column.
Step 2
Review the 1099-R Worksheet:
- Open the PDF file and locate the 1099-R worksheet(s).
- Look for the RMD questions and your recorded answers.
What If You Can’t Find the Answer?
- If the RMD question isn't visible in the worksheets or documents:
- TurboTax may not save the exact question-and-answer details but uses your response to calculate the RMD amount.
- Compare the taxable amount (Box 2a) and RMD-related entries on Form 1040 to estimate your response:
- If Box 2a matches Box 1 (Gross Distribution): Likely marked "ALL" as RMD.
- If Box 2a is less than Box 1: Likely marked "PART" as RMD.
- Refer to this TurboTax article for more information on deductibility for IRA/Pensions