You should combine the RMD for multiple accounts that have RMD's associated with them
- This include any that you may not have gotten a 1099-R for.
- When you are asked "Let's get more information about your Required Minimum Distribution (RMD)."
- Record the TOTAL RMD required for all accounts.
- On accounts with excess contributions be sure to account for those with less.
As you go through the interview
- You will then get a follow-up question
- Just a few more details about your RMD
- Answer
- Yes, I took out the entire remaining amount during the correction window
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