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February 11, 2022
Question

The entire distribution was an rmd does not stay filled in after choosing it and then reviewing

  • February 11, 2022
  • 1 reply
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my 1099r i'm using for an rmd distribution.  when choosing "the entire distribution ws armd" it doesnot stay as marked when i review the 1099r

1 reply

SteamTrain
Employee
February 11, 2022

Don't go thru it again.  It's marked as such when you go all the way thru and re-marked it properly, adn stays tha way unless you go thru it again.

 

Why doesn't it "keep" during subsequent run-thru's....don't know, but many times the software can't know why you are going thru the Q&A again, so it starts all over....IF...you run thru that 1099-R again.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*