rjs
Level 15
Level 15

Get your taxes done using TurboTax

I don't understand how you got the result in your screen shot. Did you enter it in forms mode instead of in the Step-by-Step interview. I don't think the interview would have given you this result.


In any case, the simplest solution now is to check the box that says "Entire gross is RMD" and delete the RMD amount on that line. Another alternative is to remove the cents from the amount and just enter 7,290. (which will be shown as 7,290.00).


The IRS will never see the RMD Excess Accumulation Worksheet. It's not part of the 1099-R form and it's not sent as part of your tax return. It's just used by TurboTax to determine whether you have to pay a penalty for excess accumulation.