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Level 1
posted Apr 11, 2024 5:19:28 PM

Where to enter the RMD amount on TurboTax Deluxe since I did not receive a 1099-R for it?

I missed taking my 2023 RMD.  Now I am doing my 2023 tax. I already filled out the 5329 form and asked for a waiver for the penalty with reasons. The problem is that I did not receive a 1099-R form for RMD, I cannot find a place to enter my RMD amount anywhere in the Retirement Plans and Social Security section on TurboTax Deluxe. Please advise. Thank you!

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1 Replies
Level 15
Apr 11, 2024 5:31:46 PM

If you will receive your 2023 RMD in 2024 you will report it on your 2024 return.