Answered: 1099R - RMD

taxprepp · ‎02-24-2021

TP retired. Took RMD from retirement account setup by previous employer. Box IRA/SEP/SIMPLE not marked. Fully taxable. Enter on Line 4b or 5b? PTO posting on 5b. Previous tax preparer posted on 4b.

IRonMaN · ‎02-24-2021

If it isn't marked as IRA, go with the flow - 5b. I heard the previous tax preparer wasn't always accurate on how he coded things.

Slava Ukraini!

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IRonMaN · ‎02-24-2021

If it isn't marked as IRA, go with the flow - 5b. I heard the previous tax preparer wasn't always accurate on how he coded things.

Slava Ukraini!

taxprepp · ‎02-24-2021

Thank you!

IRonMaN · ‎02-24-2021

You betcha!

Slava Ukraini!

1099R - RMD

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