Question

I checked that I have met the rmd's but I need to go back and submit figures. How do I get to that page?

Do I need to put the exact amount of rmd's that I paid based on the chart?

Employee

Go back through each 1099-R that you entered. On the Screen About This Retirement Account answer Yes, some or all of this withdrawal was an RMD.

A drop-down entry will appear. Select Part of this distribution was an RMD, and you can enter the amount in the box provided.

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