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New Member
posted Jun 3, 2019 11:27:37 AM

How and where do I enter my Required Minimum Distribution on the TurboTax Premium 2017 forms?

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1 Best answer
Level 15
Jun 3, 2019 11:27:43 AM

When you receive the Form 1099-R, which you should receive before the end of January, enter it as follows -

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

3 Replies
Level 15
Jun 3, 2019 11:27:40 AM

Did you receive a Form 1099-R for the distribution?

New Member
Jun 3, 2019 11:27:41 AM

Not yet.

Level 15
Jun 3, 2019 11:27:43 AM

When you receive the Form 1099-R, which you should receive before the end of January, enter it as follows -

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R