DianeW777
Expert Alumni

Retirement tax questions

Answer the question for each 1099-R and do not lump the required minimum distribution(s) (RMDs) together. If you only received two 1099-Rs then enter the RMD in each form.

 

In other words, be sure to enter your required minimum distribution (RMD) for each 1099-R, and do not include the total RMD in only one 1099-R entry. This is what the statement is saying (below). The RMD must be taken each year and your financial agency will automatically calculate this for you based on your age. 

 

Note: Do not include the RMD for other retirement accounts you my have. RMDs for other accounts should be entered separately.

 

@user17711027365 

@jmariec2_1996

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