My 70th birthday was in January 2018, and I made no RMD in 2018. In March 2019, I made the 2018 full year RMD. I then made the 2019 full year RMD in 2019. The 1099-R form I received from the same payer lumped the two years’ RMD into one sum.
I'm filing my 2019 return with TurboTax Premier. During the 1099-R interview, there is a message: “We noticed that you have a Form 1099-R from xyz last year, but you did not enter any information for 2019. Select Back to enter information for this payer, or select Delete and we’ll remove this form from your return.”
I think I need to separate the lump sum into 2018 RMD and 2019 RMD. The Back button does not seem to offer a way to do so. Please help.
