Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
S
sharoncapezza
February 16, 2025
Question

How can I remove RMD amounts from a worksheet when the amount received was not an RMD?

  • February 16, 2025
  • 1 reply
  • 0 views
No text available

    1 reply

    JohnB5677
    JohnB5677
    February 16, 2025

    You can EDIT each 1099-R by following these steps.

    To edit a 1099-R

    Log into TurboTax

    1. Under Federal
    2. Select Wages & Income
    3. Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
    4. Select the 1099-R you want to change.
    5. Follow the interview to the RMD questions.
    6. Make the adjustments.

    Where do I enter my 1099-R?

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    TurboTax Sign In Widget
    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification