dmertz
Level 15

Get your taxes done using TurboTax

Developers are still working on the ability to report that RMDs were not satisfied overall.

 

As it currently stands, it might be possible to fake TurboTax out by adding the RMD amounts for the three 401(k)s together and entering that total as the RMD required of the one 401(k) from which the one RMD was satisfied.  All TurboTax presently does is add all the required amounts together for inclusion on Form 5329, so it doesn't really matter which Form 1099-R the unsatisfied amounts are added to.  Form 5329 only shows the totals.