Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
T
tiki2
April 3, 2025
Question

RMD

  • April 3, 2025
  • 1 reply
  • 0 views

I turned 73 in November. I failed to take my RMD before the end of the year. I subsequently understood that I had until April 1 to take my RMD. I took it in February. Should I include it in my 2024 tax return or in my 2025 taxes? 

    1 reply

    J
    JamesG1
    April 3, 2025

    The withdrawal was in 2025.  The pension distribution will be reported on an IRS form 1099-R to be issued next January and reported on your 2025 tax return.

     

    It is possible that the TurboTax software will ask questions about the RMD and whether the RMD requirement has been met.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    fanfare
    fanfare
    April 3, 2025

    Your RMD requirement for 2024 was -0- and due to TurboTax bugs,

    that's what you have to respond to any questions.

    Unless you are reporting other actions, you should not be getting any questions because you have no 1099-R to enter.

     

    @tiki2 

    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsCookie settingsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification