RMD taken from a different account

[Mummy3933]

I had about $21,000 in total RMD from three accounts (all different companies). $12,000 was taken from one account, and $9,000 was taken from another. $0 was taken from the third. So, I only have two 1099-Rs.

Do I somehow need to enter the RMD from the account from which $0 was taken and for which I don't have a 1099-R?

Thank you!

[JBinAZ]

As long as the three different accounts are all IRA accounts (not 401k, 457, etc) then you are fine--no additional steps needed. The IRS just needs to see that $21,000 was taken out in total (again, as long as none of these are work accounts, not yet moved over to IRAs)

[VolvoGirl · Accepted solution]

For each 1099R when it asks for the RMD, enter the amount from box 1 on that specific 1099R for the RMD.   That’s ok and doesn’t affect anything else.   

[Mummy3933]

Thank you both very much!