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March 27, 2025
Question

where do I file RMD?

  • March 27, 2025
  • 2 replies
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    2 replies

    JohnB5677
    March 27, 2025

    The RMD is included in the interview for the 1099-R.

    Under Federal

    1. Wages & Income
    2. Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
    3. Did you get a 1099-R in 2024? [yes]
    4. If you are adding a 1099-R [+ Add another 1099-R]
    5. The steps are the same from here
    6. [Change how I enter my form]
    7. [Type it Myself]
    8. If necessary chose a person [Continue]
    9. Who gave you a 1099-R? Click box [Continue]
    10. Post the 1099-R
    11. Be sure to enter box 7 [continue]
    12. Do you have info in Box 2a or Box 2b? Yes/No
    13. Is the IRA/SEP/SIMPLE box on this 1099-R checked? Probably not
    14. Where is your distribution from? Probably None of the above
    15. This should be a Qualified Plan
    16. Do any of these situations apply to you?
    17. How much of the $XX,XXX was an RMD?  None of this withdrawal was an RMD
    18. Tell us if you moved the money through a rollover or conversion  I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
    19. Did you roll over all of this $6,000.00 (Box 1) to another retirement account? Yes, I rolled over $6,000.00 to an IRA or other retirement account (or returned it to the same account).
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    VolvoGirl
    Employee
    March 27, 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