RMD form IRAs

Forum|Forum|3 years ago
January 6, 2023
2 replies
20 views

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VolvoGirl

Level 15

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.

puglianoAuthor

Level 2

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

VolvoGirl

Level 15

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

RMD form IRAs

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