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Retirement tax questions
I have the same question and problem. In the past, there was just the question asking if you met the RMD. The entry forms for 1099s are now out today. Using Step-by-Step for my first entry brings up a page that appears to require you to make an $entry for the RMD (for that account). My distribution for that account is far more than required. I have several IRAs with large RMD but with $0 withdrawals since the RMD is covered by other accounts. There should not be a 1099R issued if no money was withdrawn, so there is no entry in TurboTax for these accounts. Additionally, I have distributions from fixed annuities. There is no true RMD as it's defined by the annuity. How do you make the entry on the page for the required RMD? Same as the known distribution?