DaveF1006
Employee Tax Expert

Retirement tax questions

In TurboTax, Required Minimum Distribution (RMD) information doesn't have its own standalone entry box on the main menu. Instead, it "populates" as a series of follow-up questions triggered after you enter your 1099-R forms.

 

After the 1099-R entry, TurboTax will present a screen titled "Tell us if this was a Required Minimum Distribution. If you took the full amount: You will select "This was an RMD" and "The entire distribution was an RMD." This tells TurboTax you have met your obligation.

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