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February 16, 2025
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i have an annuity which sends me my RMD where do i list it

  • February 16, 2025
  • 1 reply
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    Best answer by VolvoGirl

    You should have a 1099R for that.

    Enter a 1099R under
    Federal Taxes
    Wages & Income
    Then scroll way down to Retirement Plans and Social Security
    Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Employee
    February 16, 2025

    You should have a 1099R for that.

    Enter a 1099R under
    Federal Taxes
    Wages & Income
    Then scroll way down to Retirement Plans and Social Security
    Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start