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Reporting RMD does not allow for an option to add multiple 1099-Rs. What is the correct way to report RMD that comes form more that one fund?
I report the entire distribution of each 1099-R as an RMD. I am then prompted for the total RMD. Turbotax shows what is remaining, but does not give me an option to say the remaining is on a separate fund. At a subsequent page turbotax says I owe a tax on excess accumulation in my retirement account.
‎February 6, 2025
2:21 PM