How do I list RMD

since it is a xin to the taxable side no place to put 1099R so it will show up in tax estimator

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Accepted Answer
    The transfer entry in the non-tax deferred destination account should have the 1099-R:Total IRA taxable distrib. tax line item assigned.  This is usually achieved by selecting 1099-R:Total IRA taxable distrib. in the Transfer out: pull-down menu of the Tax Schedule Information window for the tax deferred account: open the tax deferred account, press Ctrl + Shift + E, and select Tax Schedule

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Accepted Answer
    The transfer entry in the non-tax deferred destination account should have the 1099-R:Total IRA taxable distrib. tax line item assigned.  This is usually achieved by selecting 1099-R:Total IRA taxable distrib. in the Transfer out: pull-down menu of the Tax Schedule Information window for the tax deferred account: open the tax deferred account, press Ctrl + Shift + E, and select Tax Schedule
  • btrcane
    btrcane Member ✭✭
    thanks so much
This discussion has been closed.