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February 17, 2025
Question

Where do I enter my RMD amounts?

  • February 17, 2025
  • 1 reply
  • 0 views
I have an RMD amount how do I enter it?

    1 reply

    AmyC
    Employee
    February 17, 2025

    You received a 1099-R and when you enter it, the program will ask if you took the full RMD. If you did, select yes. Enter the RMD required which is normally equal to the amount you received. You can have multiple accounts and pull all RMD from one account.

     

     

     

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