You can usually view statements about your RMD in your online account from your plan administrator. If you received a Form 5498 for an IRA contribution, you could find your RMD in Box 12b (this isn't common). If you can't find the breakdown in your online account or you didn't receive one in the mail, contact your broker, bank, plan administrator, or financial advisor.The IRS provides resources and worksheets to calculate your required minimum distribution on your own.

Question

How do I know if my 1099-r distribution is a RMD? I only have values in boxes 1, 2a and 5. And my box 7 is coded as 7D

Forum|Forum|3 years ago
April 14, 2023
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HelenC12

You can usually view statements about your RMD in your online account from your plan administrator. If you received a Form 5498 for an IRA contribution, you could find your RMD in Box 12b (this isn't common).

If you can't find the breakdown in your online account or you didn't receive one in the mail, contact your broker, bank, plan administrator, or financial advisor.

The IRS provides resources and worksheets to calculate your required minimum distribution on your own.

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