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I will be taking my first RMD from my IRA in 2010. Since this will make a significant impact to taxes for the year, I am trying to do a "What if" tax return using Turbotax for my 2009 return. TT is asking for information from the 1099-R which of course I don't have. I know what the dollar amount for the IRA will be and the IRA is all tax deferred. Is anything else from the 1099-R required for the accurate tax calculation? In other words, as long as I get the distribution amount on 1040 line 15b should the taxes be calculated correctly using 2009 rates?

If you use the planning module, you shouldn't need all the detail. Or you could enter a "7" for the distribution code. Either way, as you surmise, as long as the entry on 15b is correct, the taxes should be calculated correctly.

Ira
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