Why don't I have an RMD listed on my 1099-R?
by TurboTax•930• Updated 1 month ago
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. doesn't include an amount for required minimum distributions (RMDs). To confirm the amount of your RMD, refer instead to your Form 5498. If you’ve reached the age for RMDs, and you didn’t receive Form 5498, contact your plan administrator.
For more info about RMDs and when they are required to start, see What are required minimum distributions (RMD)?
If you’re age 73 or more, TurboTax will ask several questions when you’re entering your 1099-R information. These questions help you see if you’ve met the RMD rules so that you can avoid IRS penalty.
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