https://ttlc.intuit.com/community/retirement/discussion/made-my-1st-rmd-withdrawal-for-year-2017-in-mar-2018-my-broker-sent-a-1099-r-with-2017-and-2018-rmd/01/148295#M11505 <P></P><P>I turned 70 April 2017. I took my required minimum distribution for 2017 before the required April 2018 date. I withdrew my required 2018 minimum distribution before the end of 2018. My broker sent me one form 1099-R with the total of the 2017 and 2018 distribution lumped together. How do I show the the distribution is for 2017 and 2018?</P><BR /><P></P> Sat, 01 Jun 2019 07:42:24 GMT beachkh 2019-06-01T07:42:24Z https://ttlc.intuit.com/community/retirement/discussion/made-my-1st-rmd-withdrawal-for-year-2017-in-mar-2018-my-broker-sent-a-1099-r-with-2017-and-2018-rmd/01/148295#M11505 <P></P><P>I turned 70 April 2017. I took my required minimum distribution for 2017 before the required April 2018 date. I withdrew my required 2018 minimum distribution before the end of 2018. My broker sent me one form 1099-R with the total of the 2017 and 2018 distribution lumped together. How do I show the the distribution is for 2017 and 2018?</P><BR /><P></P> Sat, 01 Jun 2019 07:42:24 GMT https://ttlc.intuit.com/community/retirement/discussion/made-my-1st-rmd-withdrawal-for-year-2017-in-mar-2018-my-broker-sent-a-1099-r-with-2017-and-2018-rmd/01/148295#M11505 beachkh 2019-06-01T07:42:24Z https://ttlc.intuit.com/community/retirement/discussion/that-is-not-needed-simply-enter-the-1099-r-as-printed/01/148316#M11508 <P>That is not needed ... simply enter the 1099-R as printed and answer the RMD questions that follow.... what tax year they were for is immaterial.</P> Sat, 01 Jun 2019 07:42:26 GMT https://ttlc.intuit.com/community/retirement/discussion/that-is-not-needed-simply-enter-the-1099-r-as-printed/01/148316#M11508 Critter 2019-06-01T07:42:26Z