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Get your taxes done using TurboTax
When you enter the 1099-R for the distributions, you will be asked questions about RMDs and other accounts. Answer the questions as if it was the only 1099-R you have and that it is for the only retirement account that you have. Tell TurboTax that the entire distribution amount is an RMD for that account.
And yes, you just enter the rollover 1099-R in TurboTax. Make sure if asked what you did with the money that you indicate you rolled 100% of it to another retirement account.
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March 26, 2025
9:13 AM