MarilynG1
Expert Alumni

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.

 

 

 

 

@MikeC24 

 

 

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