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February 7, 2025
Question

Where do we enter our RMD

  • February 7, 2025
  • 1 reply
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Where do I enter Required Minimum Distribution

    1 reply

    DoninGA
    Employee
    February 7, 2025

    You will be asked about an RMD, if eligible, when entering the Form 1099-R.

     

    To enter, edit or delete a form 1099-R -

    Click on Federal Taxes (Personal using Home and Business)
    Click on Wages and Income (Personal Income using Home and Business)
    Click on I'll choose what I work on (if shown)
    Scroll down to Retirement Plans and Social Security
    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

     

    Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R