I'm the OP of the question. I've since installed Premier version of Turbo Tax and gotten through the retirement income portion. I may be in a different position than you, being as it's our first RMD year (husband just turned 73). There was verbiage on the screen saying "remember if you turned 73 (tax year 2024) you don't have an RMD due December 31, 2024, instead it's April 2025)". So I just responded No to the question "Did you miss an RMD for any retirement accounts?". That took me out of any additional queries as to what the RMD was, penalty for under distributing, etc. I am curious as to if I responded correctly. Next year, I expect I will enter Yes I have an RMD due, and if I took out more than the RMD (for Roth or something else) and as long as the 1099-R amount for the distribution is greater than the RMD, I'll be OK.
