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March 19, 2020
Question

RMD

  • March 19, 2020
  • 1 reply
  • 0 views

where do I report RMD on TURBO TAX

    1 reply

    VolvoGirl
    Employee
    March 19, 2020

    You should have a 1099R for that.

     

    The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

     

    Enter a 1099R under

    Federal Taxes on the left side

    Wages & Income at the top

     

    Then scroll way down to Retirement Plans and Social Security,

    Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

     

    If you are filing a Joint return be sure to pick which person it is for.