turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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.

I received a required minimum distribution and want to report the income. The investment company sent me a form 5498, not a 1099-R. Where can I enter this in Turbotax?

 
Connect with an expert
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.

1 Best answer

Accepted Solutions
TomD8
Level 15

I received a required minimum distribution and want to report the income. The investment company sent me a form 5498, not a 1099-R. Where can I enter this in Turbotax?

Form 5498 is not entered on your tax return.  If you received an RMD in 2018, you should have been issued a 1099-R.  Contact your investment company.  (You also might find your 1099-R by logging in to your account on the investment company's website.)

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

View solution in original post

1 Reply
TomD8
Level 15

I received a required minimum distribution and want to report the income. The investment company sent me a form 5498, not a 1099-R. Where can I enter this in Turbotax?

Form 5498 is not entered on your tax return.  If you received an RMD in 2018, you should have been issued a 1099-R.  Contact your investment company.  (You also might find your 1099-R by logging in to your account on the investment company's website.)

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies