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March 1, 2025
Question

How do I remove an amount in the RMD Excess Accumulation Worksheet?

  • March 1, 2025
  • 1 reply
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    1 reply

    DawnC
    Employee
    March 1, 2025

    You can edit your 1099-R or delete it and re-enter it.    Search for 1099-R and revisit the retirement income section to edit your forms. 

    If you are using the desktop software, you can click on Forms (top right corner) and edit the worksheet.  

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