topic Re: RMD form IRAs in Get your taxes done using TurboTax

RMD form IRAs

pugliano — Mon, 23 Feb 2026 11:03:12 GMT

Re: RMD form IRAs

VolvoGirl — Fri, 06 Jan 2023 19:27:00 GMT

What is your question? You will get a 1099R for a RMD and any distributions or rollovers.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.

If you are filing a Joint return be sure to pick which person it is for.

Re: RMD form IRAs

pugliano — Fri, 06 Jan 2023 19:28:17 GMT

i have a few IRAs with different investment companies but I take the RMD from one IRA that satisfies the total RMD for all of my IRAs , how is that reported on Turbotax to avoid any problems? this is my first year with RMD due

Re: RMD form IRAs

VolvoGirl — Fri, 06 Jan 2023 19:29:47 GMT

Just enter the 1099R as I said above. You don't need to say it was only from one account.