KarenM90
Intuit Alumni

Get your taxes done using TurboTax

TurboTax includes this question, as the RMD rules apply to various types of accounts.  Please note this list from the IRS publication (link included below)

 

Do these rules apply to my retirement plan?

These minimum distribution rules apply to:

  • traditional IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • 401(k) plans
  • 403(b) plans
  • 457(b) plans
  • profit-sharing plans
  • other defined contribution plans

As MKS01 indicated above, the on-screen prompts in TurboTax will give you the option for indicating that you did not need to take an RMD.  

 

 

Link to IRS RMD Info:  IRS.gov RMDs

 

 

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