Skip to main content
April 12, 2024
Question

Where to enter the RMD amount on TurboTax Deluxe since I did not receive a 1099-R for it?

  • April 12, 2024
  • 1 reply
  • 0 views

I missed taking my 2023 RMD.  Now I am doing my 2023 tax. I already filled out the 5329 form and asked for a waiver for the penalty with reasons. The problem is that I did not receive a 1099-R form for RMD, I cannot find a place to enter my RMD amount anywhere in the Retirement Plans and Social Security section on TurboTax Deluxe. Please advise. Thank you!

    1 reply

    Employee
    April 12, 2024

    If you will receive your 2023 RMD in 2024 you will report it on your 2024 return.