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March 29, 2025
Question

how do I change an RMD amount entered in error?

  • March 29, 2025
  • 1 reply
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    1 reply

    March 30, 2025

    Steps to Change Your RMD Amount in TurboTax

    1. Sign into TurboTax and open your return.
    2. Use the Magnifying Glass:
      1. Go to the magnifying glass search box.
      2. Type 1099-R.
      3. Click the Jump to 1099-R link that appears.
    3. Edit the 1099-R:
      1. Find the 1099-R you need to edit.Click the pencil icon next to the 1099-R you would like to edit.
      2. Enter the correct RMD amount from your 1099-R form, including gross distribution, taxable amount, and distribution codes