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Retirement tax questions
There is no need to clearly identify the separate RMD amounts. When TurboTax asks how much is RMD, just enter the sum of your RMD and your spouse's RMD. TurboTax only asks the question to determine how much was distributed that would be eligible for rollover. If you didn't roll over any of the distribution, it doesn't matter how you answer this question.
‎February 13, 2024
1:23 PM