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Returning Member
posted Feb 9, 2021 10:26:00 AM

1099 R

Should zeros be put in the 1099 R form when the RMD for 2020 was not taken?

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1 Best answer
Level 15
Feb 9, 2021 12:58:37 PM

Just delete the 1099-R if no 2020 distribution.    Enter it again next year.

3 Replies
Level 15
Feb 9, 2021 10:30:11 AM

No.  You enter the Form 1099-R as received.

In the follow up screens after the 1099-R entry you will be asked about an RMD.  

Returning Member
Feb 9, 2021 12:55:59 PM

Thank you for your response.  I failed to say that I took No distribution in 2020, so I have not received a 1099-R.  I'm wondering what to do about the forms in Turbo Tax as I will have to take a RMD next year.

Level 15
Feb 9, 2021 12:58:37 PM

Just delete the 1099-R if no 2020 distribution.    Enter it again next year.