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February 26, 2024
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Where do I enter ststement for 2023 IRA Fair market value and required Minimum di

  • February 26, 2024
  • 1 reply
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 statement for Required minimum distribution
Best answer by VolvoGirl

Is it on a 5498?  You don't enter that or those.  You just enter any 1099R forms.  Then answer the followup questions.  It will ask 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

1 reply

VolvoGirl
VolvoGirlAnswer
Employee
February 26, 2024

Is it on a 5498?  You don't enter that or those.  You just enter any 1099R forms.  Then answer the followup questions.  It will ask 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