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Question

I had to take a RMD this year from Schwab and they took out taxes on it. I can't figure out how to enter this income into the turbo tax or the tax paid ?

Forum|Forum|1 year ago
February 11, 2025
1 reply
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You need the Form 1099-R reporting the distribution and you enter it in the Wages and Income section of TurboTax, then Retirement Plans and Social Security, then IRA, 401(k), Pension Plan Withdrawals (1099-R):

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mc3073Author

Yes, I had the form, but the Turbo Tax software didn't automatically guide me to make the entry. I finally figured it out on my own but expected Turbo Tax to lead me to make the entry.