I had to re-enter a 1099R because I felt I made a mistake. I deleted it and entered it again. The 1st it asked for the RMD information but not the 2nd time. Any idea why?

Forum|Forum|1 year ago
January 26, 2025
1 reply
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This is for an inherited IRA and I entered all the information the exact same way and I was expecting to get the RMD questions again.

mglauner

The second time you entered your 1099-R, did you indicate that it was an 'inherited' RMD?

Did you check the 'IRA' box when entering the 1099-R? You won't get the RMD question if not.

The distribution is taxed at your regular tax rate in any event.

Here's detailed info on Inherited IRA's.

addifanAuthor

@mglauner

Thanks for your reply. I did select the IRA/SIMPLE/SEP box and also selected the inherited box. Today, it's now telling me I selected my RMD is zero when it didn't give me the chance to enter the correct information after deleting them. Should I try to delete it again and re-enter? Or is there a way to get to the questions about the RMD again? There was an RMD amount so it shouldn't be zero.

mglauner

If you selected 'all of this distribution was RMD', then you won't be asked the RMD amount. If this applies, you could file your return like that, as you did take the required RMD.

If you select 'part of this distribution was RMD' then you'll be asked what the RMD amount was.

You could delete/re-enter again. If you're using TurboTax Online, close the program, clear your Cache and Cookies and return to that section.

@addifan