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1099R - RMD

taxprepp
Level 2

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.

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IRonMaN
Level 15

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.


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IRonMaN
Level 15

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.


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taxprepp
Level 2

Thank you!

IRonMaN
Level 15

You betcha!


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