where to enter RMD on H&R Block tax software?

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Topic Author
Nyc10036
Posts: 1643
Joined: Wed Oct 05, 2016 6:29 pm

where to enter RMD on H&R Block tax software?

Post by Nyc10036 »

I was able to do it in 2021, but Line 4a and 4b on Form 1040 is staying $0.
Everything I do is changing the numbers on Line 5a and 5b.

Message: Your return doesn't include any covered distributions.

Not sure what I am doing wrong this year.

I am in the section FEDERAL , Income , "Now, we'll work on your retirement income"./
jebmke
Posts: 20152
Joined: Thu Apr 05, 2007 2:44 pm
Location: Delmarva Peninsula

Re: where to enter RMD on H&R Block tax software?

Post by jebmke »

They should be asking you if this was an IRA
When you discover that you are riding a dead horse, the best strategy is to dismount.
Topic Author
Nyc10036
Posts: 1643
Joined: Wed Oct 05, 2016 6:29 pm

Re: where to enter RMD on H&R Block tax software?

Post by Nyc10036 »

Selected are
Retirement plan, income, withdrawal, or rollover
and
Social Security
jebmke
Posts: 20152
Joined: Thu Apr 05, 2007 2:44 pm
Location: Delmarva Peninsula

Re: where to enter RMD on H&R Block tax software?

Post by jebmke »

Right after you enter the 1099-R you should see this

Image

Note: I'm using HRB Deluxe for Windows
When you discover that you are riding a dead horse, the best strategy is to dismount.
Topic Author
Nyc10036
Posts: 1643
Joined: Wed Oct 05, 2016 6:29 pm

Re: where to enter RMD on H&R Block tax software?

Post by Nyc10036 »

jebmke wrote: Fri Mar 17, 2023 5:31 pm Right after you enter the 1099-R you should see this

Image

Note: I'm using HRB Deluxe for Windows

THANK YOU.

I misread that thinking they meant SEP IRA or SIMPLE IRA .

duh!! :oops:
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