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Retirement tax questions
Yes, you will post the 1099R for your RMD in the same place as the other 1099R's. The difference is that as you go through the interview it will ask if this was an RMD, and a different set of questions will emerge.
- Login to your TurboTax Account
- Click "Work on other tax breaks"
- Click "Federal" from the left side of your screen
- Click "Wages & Income" on the top
- Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it Myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
- Click "Continue"
- From here TurboTax will walk you through entering your Form 1099-R
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‎February 4, 2021
11:53 AM