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RMD for age 73 Turbotax instruction seems wrong
I am age 73 using Turbotax Premier. I took the required RMDs in 2024 because I don't want to have two years of distributions fall in 2025. The instruction says to enter zero for amt due Dec 31,2024 because they aren't technically due until April 1. If I enter zero then it doesn't allow me to assign this distribution to 2024 RMD requirement. If I enter the amt of the 2024 RMD then it lets me make the assignment. I assume that Turbotax plans to do that when I file next year's taxes but I don't like making assumptions.
March 24, 2025
11:53 AM