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June 3, 2019
Question

How can I go back into my 2018 tax return and post the correct rmd amount

  • June 3, 2019
  • 1 reply
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1 reply

PopeyeTheSalior
Employee
June 3, 2019

If you have not filed, here are the steps (online):

  • Sign into your account, select Take me to my return
  • To the right upper corner, in the search box, type in “1099r” and Enter
  • Next screen, Your 1099-R Entries, under the "Paid By" select the one you need to correct and Edit
  • Follow prompts