Where do I enter the RDM from my oregon savings growth plan? This is not a 529 plan.

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1 Best answer

Expert Alumni

Mar 16, 2022 5:39:23 AM

Did you get a 1099-R? You would enter that in the Retirement section exactly as it appears. If you are age 72 or older, you will be asked if this is an RMD. Answer yes.

To enter 1099-R:

Login to your TurboTax Account.
Click "Federal" from the left side of your screen.
Scroll down to "Retirement Plans and Social Security" and click "Show more"
Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"

Expert Alumni

Mar 16, 2022 5:39:23 AM

Did you get a 1099-R? You would enter that in the Retirement section exactly as it appears. If you are age 72 or older, you will be asked if this is an RMD. Answer yes.

To enter 1099-R:

Login to your TurboTax Account.
Click "Federal" from the left side of your screen.
Scroll down to "Retirement Plans and Social Security" and click "Show more"
Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"

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Where do I enter the RDM from my oregon savings growth plan? This is not a 529 plan.