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Retirement tax questions
Yes, for your case you would aggregate it.
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- 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".
- On the "Let's get more information about your Required Minimum Distribution (RMD)" screen enter the $3,000 again.
@finsr
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February 7, 2025
6:12 AM