What amount is entered for "RMD due by Dec 31 if it is not specified on 1099R?

If the Required Minimum Distribution (RMD) amount is not specified on your Form 1099-R, you can calculate it using the IRS Uniform Lifetime Table. Here are some steps:

Calculate the RMD:

• Find the balance of your retirement account as of December 31, 2024 -
• f you don't have Form 5498, check your year-end account statement for the balance.
• You don't need to enter information from your Form 5498 (IRA Contribution Information) into TurboTax like you do with a W-2 or 1099s. I
• Use the IRS Uniform Lifetime Table: Locate your age on the table to find the corresponding distribution period. You can find the table here
• Example Calculation: If your account balance is $100,000 and you are 76 years old, the distribution period is 23.7. Your RMD would be calculated as follows:
  • RMD=$100,000/23.7≈$4,219.41
  • You can use IRS worksheets found here.