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1.Where do I enter my RMD from my traditional IRA? 2. I'm near the end of Turbotax. How can I get to the correct entry point without clicking "BACK" dozens of times?

 
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1.Where do I enter my RMD from my traditional IRA? 2. I'm near the end of Turbotax. How can I get to the correct entry point without clicking "BACK" dozens of times?

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

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1.Where do I enter my RMD from my traditional IRA? 2. I'm near the end of Turbotax. How can I get to the correct entry point without clicking "BACK" dozens of times?

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

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