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.

How do I report an RMD from a different payer?

 
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
LisaBr
New Member

How do I report an RMD from a different payer?

If you are trying to add an additional 1099R from a different Institution than the one you have already added, here are the instructions:

1.  Go to Federal.

2.  Select Wages and Income.

3.  Go to the Retirement Income section where you've already added a 1099-R.

4.  You will see a box to add another 1099-R on the bottom left of your screen.

5.  Once you have chosen that area, you can add the additional 1099-R.

View solution in original post

1 Reply
LisaBr
New Member

How do I report an RMD from a different payer?

If you are trying to add an additional 1099R from a different Institution than the one you have already added, here are the instructions:

1.  Go to Federal.

2.  Select Wages and Income.

3.  Go to the Retirement Income section where you've already added a 1099-R.

4.  You will see a box to add another 1099-R on the bottom left of your screen.

5.  Once you have chosen that area, you can add the additional 1099-R.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies