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March 14, 2025
Question

CSF 1099R completed and still asking to review the RMD so what is still missing?

  • March 14, 2025
  • 1 reply
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1 reply

March 21, 2025

You may want to delete and re-enter your CSF 1099-R if you're getting a review error.  If you're using TurboTax Online, clear your  Cache and Cookies first.

 

Since neither the IRS nor TurboTax knows what your RMD should be, as long as you have taken your RMD for 2024, you can indicate that 'all of part of this distribution includes RMD'.

 

You can enter the RMD amount as equal to or less than the total distribution amount in Box 1. 

 

Remember that sometimes a 'needs review' display on the main topics page simply indicates something you may want to look at, but may not affect your tax return or Efiling.

 

Here's more info on Is My Retirement Distribution RMD?

 

@carlos_2477