- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
My wife and I received an RMD in 2018 she received 2340.89 and I received 4392.64 where do I report it ?
Topics:
1 Reply
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
My wife and I received an RMD in 2018 she received 2340.89 and I received 4392.64 where do I report it ?
You and your wife should both receive Form 1099-R's for your 2018 RMDs.
Please follow these instructions to enter your Form 1099-R's in TurboTax:
- Login to your TurboTax Account
- Click "Take Me To My Return"
- Click "Federal" from the left side of your screen
- Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it Myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
- Click "Continue"
- From here TurboTax will walk you through entering your Form 1099-R
- When you get done entering the first Form 1099-R, click "Add another 1099" beneath that one and walk through the steps again
If you have any questions regarding the steps above, please comment below.
Still have questions?
Make a post
Or browse the Forums