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tctwinn
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Where do I enter RMD information in Turbo Tax return?

 
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3 Replies

Where do I enter RMD information in Turbo Tax return?

If over age 70 1/2 the 1099-R interview will  ask about your RMD when yiu enter the 1099-R.


Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Where do I enter RMD information in Turbo Tax return?

I have Nancy rmd $1,557.15

DaraLO
Intuit Alumni

Where do I enter RMD information in Turbo Tax return?

@royenoblejr Can you tell us what exactly you need assistance with?

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