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February 5, 2025
Question

Do I claim my Florida Investment Plan RMD on 1 of my FRS 1099R. If so I have 3 FRS Forms

  • February 5, 2025
  • 1 reply
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My RMD for Florida Investment Plan is nor being accepted on My tax form Where do I enter it

    1 reply

    AmyC
    Employee
    February 11, 2025

    Enter the 1099-R with your others under retirement income. When you enter the 1099-R, the program asks if you took the full RMD required or less, meaning across all accounts. You can take one withdrawal and cover all accounts. If you took your full  RMD from all accounts , even if it was not from this particular plan, select yes and the full amount.

     

    If you did not take your full RMD, select no and enter the nontaxable amount.

     

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