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Get your taxes done using TurboTax
Thanks for the response.
Yes, the 1099-R has 4D in box 7, and I entered just that way.
There are 2 amounts, the total distribution in box 1 and the amount that is taxable in box 2A. I'll have to run back through the screens and see where it asks about the RMD, but which amount is it looking for?
I think I understand your point that if the entire amount is marked as a RMD then turbotax adds that income , but then I should use Box 2
That may make the numbers work , but I'm still concerned when it's filed it's going to refer to it as a Qualified Annuity and create issues with the IRS in an audit.
So, I'm still left with the feeling that your suggestion is a work around to a poorly constructed software design that should be rewritten to have a non qualified IRA by pass all of these RMD and DOB of the original owner questions.