Retirement tax questions

Since TurboTax 2024 does not support multiple 1099-Rs for multiple accounts,

do not enter your 1099-Rs but one.

In that one put box 1 = the "total distribution" from everywhere, and tell TurboTax the RMD was that amount, or less.

 

Check the "taxable amount not determined" to get proper treatment of basis, if any.

What counts is the final values on Form 1040 Line 4.

It makes no difference how you achieve that.

 

 

 

@dan_in_MI 

@VolvoGirl 

 

@MarylinG1