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New Member
posted Jun 3, 2019 1:23:04 PM

I turned 70 1/2 this year. Do I need to submit any paperwork other than my normal return? An annuity with Nationwide Ins. meets the req. deduction.

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Level 15
Jun 3, 2019 1:23:05 PM

No. You just file a normal return. Nowhere on the actual IRS forms do you report that your taxable distribution from a retirement plan satisfied your Minimum Required Distribution (RMD) requirement. However, the TurboTax interview and worksheets will note that the RMD was satisfied.

The IRS only requires that you report yourself if you don't meet the RMD 

2 Replies
Level 15
Jun 3, 2019 1:23:05 PM

No. You just file a normal return. Nowhere on the actual IRS forms do you report that your taxable distribution from a retirement plan satisfied your Minimum Required Distribution (RMD) requirement. However, the TurboTax interview and worksheets will note that the RMD was satisfied.

The IRS only requires that you report yourself if you don't meet the RMD 

Level 15
Jun 3, 2019 1:23:06 PM

You will get a form 1099R to enter into your return for it.  Were you getting any 1099R before for taking any distributions?  It will be the same.  When you get the 1099R in January post back if you need help entering it.