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New Member
posted Apr 14, 2025 8:36:33 AM

I turned 73 and took out the minimum amount from savings, what form do I use?

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2 Replies
Expert Alumni
Apr 14, 2025 8:38:12 AM

Your retirement plan should have sent you a 1099-R. See Where do I enter my 1099-R?

Level 15
Apr 14, 2025 8:39:13 AM

You should have a 1099R for the money you took out of a retirement account.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.