HelenC12
Expert Alumni

Retirement tax questions

Yes, you enter your 1099-R RMD withdrawals in the Wages & Income section of TurboTax. Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R). After you enter your 1099-R form(s), you'll be asked about your RMD in the onscreen interview that follows. 

 

You can also use the steps below to enter your 1099-R form(s):

 

 

  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
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