cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
New 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?
1 Best answer

Accepted Solutions
Highlighted
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)

View solution in original post

1 Reply
Highlighted
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)

View solution in original post