Please take the missing RMD as soon as possible.
Since you have a Form 1099-R entered you can use the steps below:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information from your 1099-R
- On the "Your 1099-R Entries" screen click "Continue"
- Continue until "Tell us more about the retirement plan distribution" screen and select "I did not receive all the RMD for 2023" and click "Continue"
- On the "Required Minimum Distribution" screen enter the RMD amount and actual amount received
- Enter information on the "Let's see if we can reduce your tax bill" if you want to apply for a waiver.
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