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ponderus
Returning Member

Do RMDs from IRA accounts require filing of a IRS Form 5500 or 5500EZ?

I file IRS 5500EZ for defined benefit and money purchase plans but I have not filed IRS information about IRA RMDs. Is there a form I need to file for IRA Required Minimum Distributions?
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bobweissman
Level 6

Do RMDs from IRA accounts require filing of a IRS Form 5500 or 5500EZ?

You should have received a Form 1099-R in the mail from the IRA custodian. You must enter that data into TurboTax (or import it from the financial institution if TT supports that FI).

Federal Taxes > Wages & Income > IRA, 401(k), Pension Plan withdrawals (1099-R)

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1 Reply
bobweissman
Level 6

Do RMDs from IRA accounts require filing of a IRS Form 5500 or 5500EZ?

You should have received a Form 1099-R in the mail from the IRA custodian. You must enter that data into TurboTax (or import it from the financial institution if TT supports that FI).

Federal Taxes > Wages & Income > IRA, 401(k), Pension Plan withdrawals (1099-R)

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