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New Member

Where do I enter the RMD 1099R?

Tried to add to Pension info.  This is a distribution IRA account
1 Reply
New Member

Where do I enter the RMD 1099R?

When TurboTax asks you to select the source of this 1099-R distribution, this is for State income tax purposes. You need to choose one of the following options and it is not plainly written anywhere on Form 1099-R, but you can figure out which option applies to your 1099-R form. 

  • Military pension
  • Qualified government or public pension
  • Current year conversion from a traditional IRA to a Roth IRA
  • Pension/IRA distributions received before retirement age
  • Other qualified IRA distributions and private-source pensions, including:

- IRA distributions received after age 59 1/2

(See the attached screenshot below. Click to enlarge.)

Make sure that you check the IRA box beneath Box 7 on the 1099-R entry form. (See bottom of the attached screenshot below. Click to enlarge.)


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