Where are the RMDs reported on Turbotax software?

[aces5152]

I know I must sound crazy, but after entering the total pension payments received, I expected to see a place to report RMD distributions. But the program stated I was through with income without even asking about my taxable RMDs.

[VolvoGirl]

Do you have separate RMD from IRA or 401K?  You should have a 1099R for each plan.   Enter each 1099R separately.  when you are done entering a 1099R it should ask if you have another.  Maybe you didn't go far enough through the 1099R section.

Go back and enter them.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

There are 4 boxes.  Be sure to pick the right box for the kind of 1099R you got.

If you are filing a Joint return be sure to pick which person it is for.

[DawnC]

Is your birthday entered in the personal info section?   TurboTax will ask if the distributions on Form 1099-R represent a required minimum distribution (RMD) when you enter the form.  

Your 1099-R issuer is required to follow RMD rules and regulations, so if you received a distribution and you're at least 72 years young, you can be almost certain you received an RMD.

Here's how to enter your 1099-R:

1. Open (continue) your return if you don't already have it open
2. Search for 1099-R and select the Jump to link in the search results
3. Answer Yes on the Did you get a 1099-R? screen
   • If you land on the Review your 1099-R info screen instead, select Add Another 1099-R
4. Answer any questions until you get to the import screen. You'll be prompted to enter your financial institution account info and TurboTax will directly import your forms
   • If you prefer to type it in yourself, select Change how I enter my form and continue through

You should get a screen that looks similar to the one below.

[aces5152]

I was amazed at how many offered advice on answering my question. Thank you so much. I've worked it out, and was able to continue on. Thanks again

[SammyCon]

I do not see any of the screens you report. No "Pension Payers" text at all.

[VolvoGirl]

That might be just the name the person typed in for a test 1099R.  It might say your pension's name or payer.