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March 10, 2025
Question

Accidently entered an amount as an RMD on a NY PensionNo RMD is required. How do I fix?

  • March 10, 2025
  • 1 reply
  • 0 views
How do I correct the RMD section?

1 reply

March 19, 2025

It is probably easiest to delete the 1099-R and re-enter it.  Once you indicate the RMD, you cannot just remove it.  

 

Windows instructions

  1. Open or continue your return.
  2. Switch to Forms Mode by selecting the Forms icon.
  3. From the menu, select the form you want to remove.
  4. After the form is generated in the right pane, select the Delete Form button.
  5. Follow any onscreen instructions to remove the form or forms.

Mac instructions

  1. Open or continue your return.
  2. Switch to Forms Mode by selecting the Forms icon.
  3. From the menu, select the form you want to remove (if you don't see it, select Open Form at the top).
  4. From the Forms menu, select Remove [form name].
  5. Follow any onscreen instructions to remove the form or forms.