LindaS5247
Employee Tax Expert

Retirement tax questions

You can get to the interview questions in TurboTax Desktop program to enter your RMD information as follows:

 

  1. Open your return 
  2. Click on Search at the top right of your TurboTax screen
  3. Type 1099-R in the search box
  4. Click on the link that says Jump to 1099-R
  5. Your screen will say Did You receive Any Retirement Income for 2025? Select Yes
  6. Your next screen will say Did you get a Form 1099-R in 2025?
  7. 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.
  8. Continue through the 1099-R entry screen.
  9. After you finish entering the 1099-R information, TurboTax will ask: "Did you miss a required distribution from any retirement accounts?".
  10. 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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