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Retirement tax questions
Issuing your RMD properly is the responsibility of the plan administrator. 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.
If you received a 1099-R for 2022, enter it in TurboTax and indicate that 'some or all the distribution was RMD'. You will not need Form 5329.
Here's more info on Form 5329 and RMD.
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March 17, 2023
7:48 PM