rjs
Level 15
Level 15

Retirement tax questions

You should have received a Form 1099-R for your RMD. Enter it like any other 1099-R. As long as the amount of the distribution is at least the RMD amount, you don't have to do anything special. After you finish entering the 1099-R, continue through the TurboTax screens. You will come to a screen that asks you if the distribution was an RMD.

To enter a Form 1099-R in TurboTax Online, click the Search button at the top and enter "form 1099-r" (without the quotes) in the search box. Then click the link that says "Jump to form 1099-r."

Enter the information into TurboTax exactly as it appears on the 1099-R. If a box on the 1099-R is blank, leave it blank in TurboTax; don't enter zero. After you enter the 1099-R TurboTax will ask you a number of questions. Read the questions carefully and be sure to answer them accurately.

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