RachelW33
Expert Alumni

Retirement tax questions

If you are 100% certain that you took out the RMD for all of your accounts, you can just indicate in TurboTax that "All of this distribution was an RMD" in the follow-up question for each of your Form 1099-R's.

 

Then, on the follow up question "Let's get more information about your Required Minimum Distribution (RMD), enter the distribution amount from Box 1 of your Form 1099-R.

 

For more information, check out this TurboTax Help Article: What is an RMD?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"