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Level 2
posted Mar 21, 2023 1:35:56 PM

I received my 2022 RMD from my 401k in February of 2023. Do I report it on my 2022 taxes or next year

I turned 72 in 2022

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1 Best answer
Level 15
Mar 21, 2023 1:37:45 PM

You report the RMD on your 2023 tax return.  The plan administrator will send you a Form 1099-R in January 2024 to enter on the 2023 tax return.

1 Replies
Level 15
Mar 21, 2023 1:37:45 PM

You report the RMD on your 2023 tax return.  The plan administrator will send you a Form 1099-R in January 2024 to enter on the 2023 tax return.