Question

We are 80+ years old. We were NOT required and did not take RMDs for the year 2020. How do I get Turbo tax to accept this fact?

Forum|Forum|5 years ago
April 4, 2021
2 replies
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TurboTax Deluxe Online

Employee

Assuming you have a 1099-R, perhaps you mistakenly told the program it was from a qualified plan, when you should have indicated it was from a non-qualified plan? Just a wild guess here since there's no other information provided for me to work with. Might want to work back through the 1099-R section again and check that.

M

MAK70

After you enter the 1099-R, you can indicate that an RMD was not required. (See below)