To clarify, did you take your RMD for 2024? If yes, then you should have Form 1099-R. Enter this Form 1099-R and answer the follow-up questions. If you are unsure about your RMD amount then you can check with your custodian.
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- Enter the RMD amount for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen
- Continue until "How much of this distribution applied to your December 31, 2024 RMD?" screen and select "The entire distribution was an RMD" /or select "Only part of this distribution was a RMD" and enter the amount of RMD (if this distribution includes RMD for other IRA accounts then you included the amount here)
- On the "Here's your 1099-R info" screen click "Continue"
- On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024.
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