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Where do I enter my IRA RMD info?

on my federal income tax foem?
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6 Replies

Where do I enter my IRA RMD info?

You should have a 1099R form for that.

Enter a 1099R under
Federal Taxes on left
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


Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.

MonikaK1
Employee Tax Expert

Where do I enter my IRA RMD info?

If you are subject to taking a Required Minimum Distribution from your retirement accounts, TurboTax will prompt you for RMD information when you enter the Forms 1099-R you received that report your distributions.

 

See this help article for instructions on entering Form 1099-R. Watch for the prompts about RMD's when you enter the form.

 

 

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Cannolli
New Member

Where do I enter my IRA RMD info?

I entered everything required regarding my IRA RMD.  TT  Premier 2022 acknowledged, BUT page one of my 1040-SR line 4a" IRA distributions" remains blank. 

WHY?

Where do I enter my IRA RMD info?

@Cannolli  Anything on line  4b for the taxable amount?  If line 4a is the same as 4b then 4a can be blank.  

MAWhite
New Member

Where do I enter my IRA RMD info?

All the on line Turbo Tax does is ask if I took the full RMD.  It does not ask me to input the 1099-R information. How do I do it?

Where do I enter my IRA RMD info?

When or where does Turbo Tax ask if you took the RMD?  Without you entering the 1099R first?

 

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

 

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

There are 4 boxes.  Be sure to pick the right box for the kind of 1099R you got.

 

If you are filing a Joint return be sure to pick which person it is for.

 

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

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