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First RMD?
I turned 73 in 2024. This is my first year for RMDs. The withdrawals were made before the end of 2024. When I enter the 1099R, TT asks how much of the withdrawal was for an RMD, but it tells me not to include First year RMDs (that are technically not due until 4/1/2025). If I enter $0 as TT instructs, TT does not ask for the RMD amount. Will this get me in trouble next year?
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‎February 25, 2025
5:16 PM