I just learned today that I was supposed to take an RMD for 2022 from one of my retirement accounts and had not taken anything out of that last year. However, I did take a distribution from another account, but not enough to make up the RMD I didn't take. I also learned that some accounts, such as pensions and annuities, are not subject to RMD.
Anyway, for each 1099R, Turbotax assumes that all accounts are subject to the RMD and asks the question about whether all or some of the distribution went towards the RMD. If I say NO (for pension/annuity accounts), it changes the answer to NO for all the other 1099Rs. When I say YES for the account that was subject to the RMD, it changes all answers to YES. Why is it doing this? Should I just say YES to all or am I doing something wrong?
