turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

bdwb
Returning Member

If the amount on form 1099R is the full amount to be distributed, is it a RMD?

 
1 Best answer

Accepted Solutions
dmertz
Level 15

If the amount on form 1099R is the full amount to be distributed, is it a RMD?

Forms 1099-R report to actual amount distributed, they do not indicate any particular amount as being RMD.  Enter Forms 1099-R exactly as received.

When asked how much of the distribution was RMD, if you don't know and you did not roll over any of the distribution, you can safely say that all of the distribution was RMD.

View solution in original post

1 Reply
dmertz
Level 15

If the amount on form 1099R is the full amount to be distributed, is it a RMD?

Forms 1099-R report to actual amount distributed, they do not indicate any particular amount as being RMD.  Enter Forms 1099-R exactly as received.

When asked how much of the distribution was RMD, if you don't know and you did not roll over any of the distribution, you can safely say that all of the distribution was RMD.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v