There is no excess accumulation box on Form 1099-R, so I would recommend that you delete your 1099-R entry and re-enter it. Pay close attention to the follow-up questions.
If you know what your RMD is for 2024, you can enter it when asked; however, neither TurboTax nor the IRS knows what your RMD should be. If you don't know the amount, enter an amount equal to or less than the Distribution amount in Box 1 on your 1099-R.
If you're using TurboTax Online, clear your Cache and Cookies after deleting the 1099-R.
Here's more info on What is RMD? and 1099-R for Pensions, Annuities, Retirement.
@Dave Moss
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
