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Do I need to list my 403B and IRA if I didn't withdrawn any funds? I know that required mimimal distribution was not required this year.

I didn't receive any 1099R forms for this
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1 Reply
DanaB27
Expert Alumni

Do I need to list my 403B and IRA if I didn't withdrawn any funds? I know that required mimimal distribution was not required this year.

No, you do not need to list your 403b and IRA if you did not take any distribution in 2020.

If information got carried over in then please delete the entries:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” and delete any 1099-R information.

 

If TurboTax asks select that you were not required to take any RMD.

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