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Retirement tax questions
You can get to the interview questions in TurboTax Desktop program to enter your RMD information as follows:
- Open your return
- Click on Search at the top right of your TurboTax screen
- Type 1099-R in the search box
- Click on the link that says Jump to 1099-R
- Your screen will say Did You receive Any Retirement Income for 2025? Select Yes
- Your next screen will say Did you get a Form 1099-R in 2025?
- Answer "Yes" to "Did you receive a 1099-R?". If you did not receive one (because the RMD was missed), you may need to enter a "dummy" 1099-R with $0 in boxes 1, 2a, and 4, selecting "IRA/SEP/SIMPLE" as the type to trigger the subsequent questions.
- Continue through the 1099-R entry screen.
- After you finish entering the 1099-R information, TurboTax will ask: "Did you miss a required distribution from any retirement accounts?".
- Select Yes to this question to enter the RMD interview.
Also see:
How do I enter a Required Minimum Distribution?
What are required minimum distributions (RMD)?
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
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2 weeks ago