DanaB27
Expert Alumni

Retirement tax questions

You should have received Form 1099-R for the distributed RMD and will enter this into TurboTax:

 

  1. Login to your TurboTax Account 
  2. Click "Wages & Income" (under Federal) on the left
  3. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
  4. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
  5. Enter your Form 1099-R
  6. Continue until "How much of the $XXXXX was a RMD?" screen and select if all of the distribution was RMD or only part of it.

 

When TurboTax asks if you received all of your RMD then answer with "yes".

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