I have a IRA at Fidelity.
Started taking RMD’s in 2024 using Fidelity’s automated planning system.
They sent me a 1099-R.
When I was filling out the information in TT it asked for how much was shown on the 1099-R.
Then it asked for how much my total RMD should have been.
I looked it up and saw the 1099-R was one distribution short.
Talked to Fidelity and they said the December, 2024 RMD was done on January 3, 2025 instead of 12/31/2024.
How should I handle this situation in TT? I’m using the online version of TT, but also have the app for iPad available.
Thanks for any help or advice!
