dmertz
Level 15
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Get your taxes done using TurboTax

The requirement is that your first-year RMDs be completed by April 1 of the following year.  The first-year RMDs can be split between the first year and by April 1 of the following year any ways that you wish. 

 

When asked by TurboTax, simply indicate that all RMDs were received.  This will prevent TurboTax from inappropriately preparing Form 5329 Part IX under these circumstances.

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