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Level 1
Jan 28, 2023 12:21 AM UTC
Solved

RMD

I chosed to delay my first distribution  till March 31,2023. How do I enter this on TurboTax.. in the program it gives me 3 choices 1 I received my rmd , 2 I did not received all of my rmd and 3 I was not required to receive an rmd. 

In my case I was required but I was allowed to delay till March because it is my first distribution. 

fanfare
fanfareAnswer
Level 15
Jan 28, 2023 1:40 AM UTC

you were not required to receive an RMD because you have until April1 to take it.

the answer is 3)

 

@Joe19501 

3 replies

fanfare
fanfareAnswer
Level 15
Jan 28, 2023 1:40 AM UTC

you were not required to receive an RMD because you have until April1 to take it.

the answer is 3)

 

@Joe19501 

fanfare
Level 15
Jan 28, 2023 1:41 AM UTC

why are you entering anything about RMD, since you don't have a 1099-R for it?

 

@Joe19501 

VolvoGirl
Level 15
Jan 28, 2023 1:49 AM UTC

Right, you don't enter anything unless you got a 1099R for 2022.  Just skip it.