VictorW9
Expert Alumni

Retirement tax questions

To enter your RMD, you enter form 1099-R for the RMD and follow the interview in TurboTax to indicate that the distribution is an RMD and whether or not the RMD requirement is satisfied. Enter each 1099-R and answer the questions about the RMD.

 

You can enter your form 1099-R by following these steps:

  1. In TurboTax, open your tax return
  2. Click on Federal in the left-hand column, then on Wages & Income on top of the screen
  3. Scroll down to All Income, locate the section Retirement Plans and Social Security and click on Show more
  4. Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
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