If TurboTax wants a specific amount, enter the total distribution amount. The other beneficiaries may do the same. One thing you should know is that, no matter what you answer, the information is only used to see if you owe penalty. These numbers don't appear on your tax return.
- Since you took the full balance of the account, you do not owe a penalty.
The trustee generally knows how much should have been the RMD amount.
Source: Expert JulieS
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