3685527
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

MarkH421
New Member

Deferred Income Annuities and RMDs

I began making RMD payments in tax year 2024.  I have a deferred income annuity which will being payments in 2026 and I therefore did not receive a 1099-R for 2024 as no distribution was made.  I did receive a form 5498 which provided the FMV of the account and shows that an RMD payment is required for 2024.  How and where should I include this FMV amount in TurboTax to ensure that I pay the full and correct RMD payment for 2024? 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question