dmertz
Level 15

Retirement tax questions

"TurboTax states an RMD was required"

 

TurboTax might say that there was an owner RMD required for 2023, but that's just a reminder and has no effect on the tax return.  The user, not TurboTax, indicates whether or not all of the RMD was satisfied.  After clicking the Continue button on the page that lists the Form 1099-R that you have entered, when asked, indicate that all of the RMD was taken.