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Level 1
March 7, 2026
Solved

where do i find the RMD amount due?

  • March 7, 2026
  • 2 replies
  • 68 views
I'm looking at my 1009-R
Best answer by dmertz

Expert Reviewed

You must determine that yourself using the instructions on pages 7 through 13 of IRS Pub 590-B or with the help of the plan trustee or administrator.

 

https://www.irs.gov/pub/irs-pdf/p590b.pdf

2 replies

dmertzAnswer
Level 15
March 7, 2026

Expert Reviewed

You must determine that yourself using the instructions on pages 7 through 13 of IRS Pub 590-B or with the help of the plan trustee or administrator.

 

https://www.irs.gov/pub/irs-pdf/p590b.pdf

Alumni - Intuit
March 7, 2026

If you are referring as to whether your distribution is the full amount of your required minimum distribution (RMD), you must check with your plan administrator. Usually, they are distributing the full amount required. The link below will allow you to calculate it if you choose.

Be sure to enter your required minimum distribution (RMD) for each 1099-R, and do not include the total RMD in only one 1099-R entry. This is what the statement is saying and as indicated, the RMD must be taken for each account. Generally, your plan administrator will automatically calculate this for each account based on your age.

 

Note: Do not include the RMD for other retirement accounts you my have. RMDs for other accounts should be entered separately.

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