The RMD section has been updated please go back to your 1099-R entry and review the follow-up questions. At the end of the interview you should be able to select that you took all of your RMD for 2024.
- Click on the "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Review your entries
- Continue until "How much of the $XXXXX was a RMD?" screen and select "Only part of this distribution was a RMD" and enter the amount of RMD of $3,515
- Enter the RMD amount of $3,515 for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen
- On the "Review your 1099-R info" screen click "Continue"
- On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD"
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