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February 15, 2025
Question

I do not know what my RMD is, however I am sure that I took out more than the minimum. what do I enter on TT form ?

  • February 15, 2025
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    1 reply

    RachelW33
    February 15, 2025

    If you are 100% certain that you took out the RMD for all of your accounts, you can just indicate in TurboTax that "All of this distribution was an RMD" in the follow-up question for each of your Form 1099-R's.

     

    Then, on the follow up question "Let's get more information about your Required Minimum Distribution (RMD), enter the distribution amount from Box 1 of your Form 1099-R.

     

    For more information, check out this TurboTax Help Article: What is an RMD?

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