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New Member
posted Feb 26, 2024 1:16:42 PM

Where do I claim mi IRA distribution on my Turbotax forms?

How to claim the Required Minimum Distribution amount on Turbotax?

0 2 184
2 Replies
Level 15
Feb 26, 2024 1:22:22 PM

You just enter the 1099R.  It will ask you follow up questions like if it was a RMD and how much.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

Level 15
Feb 26, 2024 1:22:56 PM

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.