I'm sorry @dochs, that I'm in complete sympathy with you. Without acknowledging that I even know what I'm talking about, it seems the RMD worksheet is unusable (and certainly unexplainable) as of the latest updates.
Ideally, lines A and B in the 1099-R RMD section should reflect A) the calculated pre-determined 2024 RMD for the retirement account and taxpayer represented by this 1099, and B) the portion - in dollars from this 1099-R - chosen by the taxpayer to help fulfill their total 2024 RMD obligation for 2024 This could then allow proving the total of all line B's to be sufficient to satisfy the total of all line A's, and to determine the excess distributions as the difference between the total of each taxpayer's 1099-R's and the total of all line A's of the taxpayer.
But, of course, this won't work, as line B is plugged from the RMD "gross distbn" [sic] field or from box 1 or 2a, so you can't indicate how much of this 1099-R contributes to your total RMD obligations.
Such a worksheet would be a convenient part of my tax preparation software. Oh…
