DanaB27
Expert Alumni

Retirement tax questions

Yes, for your case you would  aggregate it.

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” and enter your 1099-R
  4. Continue until "How much of the $XXXXX was a RMD?" screen, select select "Only part of this distribution was a RMD" and enter the amount of RMD ($3,000).  Then click "Continue".
  5. On the "Let's get more information about your Required Minimum Distribution (RMD)" screen enter the $3,000 again.

    @finsr 
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"