I took over $30,000 from my investment of less than $120,000 that should satisfy my requirements for RMD. How do I proceed?

Yes we can help you enter retirement distribution that is larger than your required RMD.

Log into TurboTax

1. Under Federal
2. Select Wages & Income
3. Scroll to Retirement Plans and Social Security
4. Select IRA, 401(k), Pension Plan Withdrawals (1099-R)
5. Follow the interview.
6. If 6 boxes appear select Skip This
7. Let's import your tax info - Change how I enter my form
8. Three boxes - Type it myself
9. Four boxes select type of form (usually Financial institution) - Continue
10. Continue the interview to How much of the $ XX,XXX was an RMD?
11. Follow the steps through the interview.

Where do I enter my 1099-R?