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Level 15
Level 15

Retirement tax questions

The 1099-R section of TurboTax for 2024 is not available yet. It is currently expected to be available January 11. (That date could change.) You must have entered your IRA withdrawals in forms mode, which does not tell you that it's not ready yet.


When the 1099-R section is available, enter your 1099-R forms in the Step-by-Step interview. After you have entered all of your 1099-Rs, continue through the questions. You will come to a screen that asks you if you took your full RMD. All you have to do is answer that you did receive your full RMD.