1099R

daviske570 — Tue, 04 Feb 2025 20:48:05 GMT

I got two 1099R forms from my 401K plan...Used to take out my RMD ...I normally get one a year but this year I took out one from stock and one for bonds, resulting in two 1099R forms.

I do not see a good way to use TurboTax to file two forms.

What I did was file two withdraws (because i got two 1099R) and split up the RMD requirement between the two.

10K on one 15k on the other to meet my 25k requirement.

The point being at the end I did take out my required RMD .

? question is there a better was or correct way?

Re: 1099R

RobertB4444 — Tue, 04 Feb 2025 21:03:28 GMT

Your way is just fine. The other option would have been to combine them into one 1099-R and enter them that way.

@daviske570

topic Re: 1099R in Retirement tax questions

1099R

Re: 1099R