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April 4, 2024
Question

Where in the tax form do I put the RMD I am to receive later this year?

  • April 4, 2024
  • 1 reply
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Under what topic do I report an RMD that I am to receive?

1 reply

DoninGA
Employee
April 4, 2024

If you are receiving an RMD in 2024 that distribution can only be entered on your 2024 tax return to be filed next year.  In January 2025 you will receive a Form 1099-R from the plan administrator to be entered on your 2024 tax return.