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pugliano
Returning Member

RMD form IRAs

 
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3 Replies

RMD form IRAs

What is your question?  You will get a 1099R for a RMD and any distributions or rollovers.

 

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.

 

 

pugliano
Returning Member

RMD form IRAs

 i have a few IRAs with different investment companies but I take the RMD from one IRA that satisfies the total RMD for all of my IRAs , how is that reported on Turbotax to avoid any problems? this is my first year with RMD due

RMD form IRAs

Just enter the 1099R as I said above.  You don't need to say it was only from one account.

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