where do I file RMD?

cthom51 — Tue, 03 Feb 2026 14:44:38 GMT

Re: where do I file RMD?

JohnB5677 — Thu, 27 Mar 2025 17:46:25 GMT

The RMD is included in the interview for the 1099-R.

Under Federal

Wages & Income
Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
Did you get a 1099-R in 2024? [yes]
If you are adding a 1099-R [+ Add another 1099-R]
The steps are the same from here
[Change how I enter my form]
[Type it Myself]
If necessary chose a person [Continue]
Who gave you a 1099-R? Click box [Continue]
Post the 1099-R
Be sure to enter box 7 [continue]
Do you have info in Box 2a or Box 2b? Yes/No
Is the IRA/SEP/SIMPLE box on this 1099-R checked? Probably not
Where is your distribution from? Probably None of the above
This should be a Qualified Plan
Do any of these situations apply to you?
How much of the $XX,XXX was an RMD? None of this withdrawal was an RMD
Tell us if you moved the money through a rollover or conversion I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
Did you roll over all of this $6,000.00 (Box 1) to another retirement account? Yes, I rolled over $6,000.00 to an IRA or other retirement account (or returned it to the same account).

Re: where do I file RMD?

VolvoGirl — Thu, 27 Mar 2025 17:46:30 GMT

You should have a 1099R for that.

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

topic Re: where do I file RMD? in Retirement tax questions

where do I file RMD?

Re: where do I file RMD?

Re: where do I file RMD?