Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
snobbig321
New Member

Where do I enter the RMD 1099R?

Tried to add to Pension info.  This is a distribution IRA account
1 Reply
MichaelDC
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.)

 

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.63m
Discussions

Manage cookies
v