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This is the first I have heard of this. In the over 20 years I have been receiving this benefit, I have never had to indicate anything regarding RMD. And this did not exist on the form when I filled it out a couple of weeks ago. It came out of thin air in the latest update. I have plugged in the amount I received as the RMD, indicated that it was an "Other" "Type of account", and that removed the error. I am still waiting for the fix to Arizona Form 323 so I can file everything.

 

BTW, if I save everything (all forms and worksheets) to a PDF, nothing below the "Qualified Charitable Distribution" section shows up for the 1099R forms.

 

JohnD