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Get your taxes done using TurboTax
Yes, I know the RMD is based on the previous year's account value, i.e., 2022 RMD is based on the December 31, 2021. But the rep couldn't tell me what it was! I did later find the December 2021 statement and was able to calculate the RMD, but the RMD was not on that statement, or any other piece of paper I had for 2022.
I guess the thrift savings plan is a kind of 401(k). I don't have another 401(k) but have an IRA (the one for which I did not take a distribution and should have).
Turbotax asks the following question:
Enter the total RMD and the amount you actually receive. Combine the amounts for all IRAs and qualified employer plans you owned and enter the totals below.
Required RMD Amount ___________
Actual Amount Received ________
I only got this question once, after I had entered all my 1099Rs. Only one of the 1099Rs had an RMD (I did not have an 1099R for the IRA because I didn't withdraw anything that year.)
So, I don't know if I'm supposed to include the RMD from the IRA in the total amount, or only for the TSP, for which I have a 1099R. I