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New Member
posted Jun 25, 2025 4:00:33 PM

I had part of 2024 RMD sent from Vanguard directly to IRS. Where do I enter this dollar amount sent?

Is this considered a quarterly payment

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1 Best answer
Level 15
Jun 25, 2025 4:24:27 PM

That amount withheld for tax will be on your 1099-R so you will report it then. The withholding will be assumed to have been withheld on a quarterly basis. 

3 Replies
Level 15
Jun 25, 2025 4:24:27 PM

That amount withheld for tax will be on your 1099-R so you will report it then. The withholding will be assumed to have been withheld on a quarterly basis. 

Level 15
Jun 25, 2025 5:09:34 PM

It is not estimated tax.

It is withholding and it is shown on the 1099-R Vanguard will supply to you.

 

@eaglepoint-home 

Level 15
Jun 26, 2025 5:55:38 AM

Federal tax withholding will be present in box 4 of the Form 1099-R that reports this distribution.  Enter it in box 4 of TurboTax's 1099-R form, nowhere else.  TurboTax will then automatically include this amount on line 25b of Form 1040 as a credit against your overall tax liability.