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April 17, 2023
Question

Where does my RMD amount from State Farm Insurance for an IRA?

  • April 17, 2023
  • 1 reply
  • 0 views
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1 reply

April 18, 2023

Report the RMD at the screen How much of the $XX was a RMD after entering the IRS form 1099-R.

 

Report IRS form 1099-R by following these steps:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & Income.
  • Scroll down to Retirement Plans and Social Security.  Click Show more.
  • Click Start / Revisit to the right of IRA, 401(K), Pension plan withdrawals (1099-R).
  • At the screen Here's your 1099-R, click Add another 1099-R.

@user921586542 

 

 

 

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