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Retirement tax questions
In TurboTax Desktop try to get to the Form 1099-R entry with these steps:
- Click "Federal Taxes" on the top and select "Wages & Income"
- Click "I'll choose what to work on"
- Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"
- Enter your first 1099-R
- Enter the RMD amount for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen
- Continue until "How much of this distribution applied to your December 31, 2024 RMD?" screen and select "The entire distribution was an RMD" /or select "Only part of this distribution was a RMD" and enter the amount of RMD (if this distribution includes RMD for other IRA accounts then you included the amount here).
- On the "Your 1099-R Entries" screen add the next Form 1099-R and repeat RMD steps
- Repeat until all Form 1099-Rs are entered then click "Continue" on the "Your 1099-R Entries" screen
- On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "An IRA..."
- On the "Total RMD for all other IRAs" screen enter the RMD from your other IRAs (IRA 4 and 5, where you didn't take a distribution from).
To clarify, did you get a 1099-R for the rollover? Or was it a trustee-to-trustee and you did not receive a 1099-R?
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March 22, 2025
9:40 AM