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If my retirement plan is making distributions that meet the RMD, do I answer the "RMD due" question in Turbotax with zero, or an amount matching my distribution?

Pensions and annuities deliver amounts determined by the plan. I can only assume these meet the RMD, but I don't know my RMD for such accounts. Turbotax asks for the RMD due but I don't know what that is.
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DanaB27
Expert Alumni

If my retirement plan is making distributions that meet the RMD, do I answer the "RMD due" question in Turbotax with zero, or an amount matching my distribution?

You can enter the distribution amount as RMD and then select on the next screen "The entire distribution was an RMD".

 

 

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1 Reply
DanaB27
Expert Alumni

If my retirement plan is making distributions that meet the RMD, do I answer the "RMD due" question in Turbotax with zero, or an amount matching my distribution?

You can enter the distribution amount as RMD and then select on the next screen "The entire distribution was an RMD".

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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