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damilla
New Member

I did not identify my withdrawal as an RMD. I am on a page which asks for a few more details about your RMD. Where can I identify this as a witdrawal?

I meant to say Distribution rather than withdrawal
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2 Replies

I did not identify my withdrawal as an RMD. I am on a page which asks for a few more details about your RMD. Where can I identify this as a witdrawal?

by law, your first calendar year withdrawal(s) must be considered RMD, and satisfy either partially or totally.

 

 

MarilynG1
Expert Alumni

I did not identify my withdrawal as an RMD. I am on a page which asks for a few more details about your RMD. Where can I identify this as a witdrawal?

If you took a distribution from your IRA and received a 1099-R to report it, TurboTax will ask if any or all of this distribution was RMD. 

 

If so, you are then asked for your RMD amount.

 

All 1099-R's are for reporting distributions from Retirement Accounts, so there is no need for TurboTax to ask whether this was a distribution.

 

Here's more info on Form 1099-R and RMD's. 

 

@damilla 

 

 

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