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K
kathryn-jans
March 12, 2025
Question

RMD? I want to change the Entire gross applies to December 31,2024 RMD? from a Yes to a No. Turbo Tax won't let me or I can't find it. Will you please help me?

  • March 12, 2025
  • 1 reply
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    1 reply

    M
    MayaD
    March 12, 2025

    The RMD questions come up after you enter your 1099-R form. 

    Open your return 

    1. Go to Federal 
    2. Go to Wages and Income
    3. Scroll down to Retirement Plans and Social Security.
    4. Select IRA, 401k, Pension Plan withdrawal (1099-R).
    5. Select Edit next to the 1099-R form 
    6. Continue to the Screen Required Minimum Distributions. 
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