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1 reply

DawnC
DawnC
April 3, 2025

You should delete the 1099-R and re-enter it.    

 

How to delete forms in TurboTax Online

 

How to delete forms in TurboTax Desktop

 

Form 1099-R doesn't include an amount for required minimum distributions (RMDs). To confirm the amount of your RMD, refer instead to your Form 5498. If you’ve reached the age for RMDs, and you didn’t receive Form 5498, contact your plan administrator.

 

If you’re age 73 or more, TurboTax will ask several questions when you’re entering your 1099-R information. These questions help you see if you’ve met the RMD rules so that you can avoid IRS penalty.

 

How do I enter a Required Minimum Distribution?  Short video demonstration of Where do I enter a 1099-R?

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