How do I enter a 1099R that will not be sent to me?

Forum|Forum|1 year ago
February 17, 2025
2 replies
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I have 3 IRA's . I took out enough RMD from two of them to cover the 3 RMD's. I will not get a 1099R for the third one because I did not have to take any RMD from it. TT askes for the amount of RMD for each IRA. How do I enter the total RMD for the third IRA if I will not get a 1099R for it?

AmyC

Employee

You can contact the bank/broker for the 3rd IRA to get the information. You can have multiple accounts, but each sends you a form with your RMD near the beginning of each year so you can take the appropriate funds during the year. It could be they posted it online rather than mailing it to you.

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plpollack

You can calculate it from the IRA balance 12/31/2023 and the age-dependent divisor (Google for it).