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Retirement tax questions
I'm Back VolvoGirl,
I'm a bit confused by your comment: "When it asks about the RMD it is only asking for that one 1099R. You need to enter the amount in box 1 on that 1099R for the RMD, not the total RMD for both."
Here's the way I understand it: Add the amounts from both 1099Rs and enter the total amount as one 1099R on turbo tax. Then when I fill out the total RMD amount when asked, it'll show that I did take out the full RMD plus extra. Hope that make sense and Turbo Tax accepts it. Thanks once again.
‎January 26, 2025
7:56 AM