Steps to Change Your RMD Amount in TurboTax Sign into TurboTax and open your return. Use the Magnifying Glass: Go to the magnifying glass search box. Type 1099-R. Click the Jump to 1099-R link that appears. Edit the 1099-R: Find the 1099-R you need to edit.Click the pencil icon next to the 1099-R you would like to edit. Enter the correct RMD amount from your 1099-R form, including gross distribution, taxable amount, and distribution codes

Question

how do I change an RMD amount entered in error?

Forum|Forum|1 year ago
March 29, 2025
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SabrinaD2

Steps to Change Your RMD Amount in TurboTax

Sign into TurboTax and open your return.
Use the Magnifying Glass:
1. Go to the magnifying glass search box.
2. Type 1099-R.
3. Click the Jump to 1099-R link that appears.
Edit the 1099-R:
1. Find the 1099-R you need to edit.Click the pencil icon next to the 1099-R you would like to edit.
2. Enter the correct RMD amount from your 1099-R form, including gross distribution, taxable amount, and distribution codes