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February 15, 2025
Question

I have manually put in the correct amount of RMD from the 1099-R and it is still coming up double what is should be. Why?

  • February 15, 2025
  • 1 reply
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    1 reply

    February 22, 2025

    The RMD section has been updated please go back to your 1099-R entry and review the follow-up questions. At the end of the interview you should be able to select that you took all of your RMD:

     

    1. Click on the "Search" on the top right and type “1099-R” 
    2. Click on “Jump to 1099-R”
    3. Review your entries and continue through the questions
    4.  On the "Review your 1099-R info" screen click "Continue"
    5. Answer the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen
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