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March 31, 2020
Question

I am not required to take money from 403B, because I still working. How do I post information?

  • March 31, 2020
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1 reply

March 31, 2020

When you take a distribution from you retirement account and you are not required to take a distribution, after you put in the information for the distribution, the program takes you to a summary screen.  On the Summary Screen, in the lower left hand corner, there is a blue button that says Continue.  Click on that button to go through additional questions about the distribution you took.

 

The first questions are about Disaster Distributions, questions about your accounts, then you get to a page that looks like this You mark the box here that you are not required to take an RMD for 2019.

 

@j-bmulkey

 

[Edited 04/06/20 6:06 am PST]

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