I got a RMD distribution statement but not a 1099-R. How do i enter the RMD information?

pjm96moore — Wed, 04 Feb 2026 08:06:51 GMT

Re: I got a RMD distribution statement but not a 1099-R. How do i enter the RMD information?

xmasbaby0 — Sat, 11 Oct 2025 17:00:21 GMT

You need your 1099R. If the financial institution did not mail one to you then try going on their website to get it, or see if it can be imported.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/financial-institution/auto-import/L12wI9uKM_US_en_US?uid=m6wcupvi

NOT ON THE DROP DOWN LIST

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.

IMPORTING VARIOUS KINDS OF 1099’s

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US?uid=m8jay5v3

Re: I got a RMD distribution statement but not a 1099-R. How do i enter the RMD information?

VolvoGirl — Sat, 11 Oct 2025 17:47:23 GMT

What statement did you get? Was it a 5498 form? Did you take a RMD or Distribution in 2024? The statement might be just telling you how much you have to take out for 2025 by Dec 31, 2025. How old are you?

topic Re: I got a RMD distribution statement but not a 1099-R. How do i enter the RMD information? in Retirement tax questions

I got a RMD distribution statement but not a 1099-R. How do i enter the RMD information?

Re: I got a RMD distribution statement but not a 1099-R. How do i enter the RMD information?

Re: I got a RMD distribution statement but not a 1099-R. How do i enter the RMD information?