dmertz
Level 15

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@iclarius49 , your numbers don't add up.  $5,000 + $2,875 = $7,875, not $8,027.  It seems that you mistakenly added the $152.

 

I agree with what Mike9241 said.  When entering the Form 1099-R for the $8,000 distribution, indicate that $7,875 was the required RMD and when entering the Form 1099-R for the $152 distribution indicate that none  of it was RMD.