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Get your taxes done using TurboTax
@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.
‎January 15, 2025
4:00 PM