Deductions & credits

Is your birthday entered in the personal info section?   TurboTax will ask if the distributions on Form 1099-R represent a required minimum distribution (RMD) when you enter the form.  

Your 1099-R issuer is required to follow RMD rules and regulations, so if you received a distribution and you're at least 72 years young, you can be almost certain you received an RMD.

Here's how to enter your 1099-R:

1. Open (continue) your return if you don't already have it open
2. Search for 1099-R and select the Jump to link in the search results
3. Answer Yes on the Did you get a 1099-R? screen
   • If you land on the Review your 1099-R info screen instead, select Add Another 1099-R
4. Answer any questions until you get to the import screen. You'll be prompted to enter your financial institution account info and TurboTax will directly import your forms
   • If you prefer to type it in yourself, select Change how I enter my form and continue through

You should get a screen that looks similar to the one below.