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Retirement tax questions
If you completed all of your RMDs, when TurboTax asks during the entry of a particular Form 1099-R how much RMD you were required to take (from this account), enter no more than the gross distribution amount (box 1) from the corresponding account. The portion of the RMD for this IRA or 403(b) completed with a distribution from a different account must be included with the RMD for the different account when asked the same question during the entry of the Form 1099-R for that different account.
‎January 13, 2025
5:54 AM