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February 26, 2024
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Where do I claim mi IRA distribution on my Turbotax forms?

  • February 26, 2024
  • 2 replies
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How to claim the Required Minimum Distribution amount on Turbotax?
Best answer by VolvoGirl

You just enter the 1099R.  It will ask you follow up questions like if it was a RMD and how much.

 

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


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

2 replies

VolvoGirl
VolvoGirlAnswer
Employee
February 26, 2024

You just enter the 1099R.  It will ask you follow up questions like if it was a RMD and how much.

 

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


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

Employee
February 26, 2024

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**