After you enter each of your Forms 1099-R you are asked "How much of the #[Distribution Amount] was an RMD?" You can indicate "None of this withdrawal was an RMD" for each distribution. After yo finish your 1099-R entries, a few screens later you will see "Let's check if you met the minimum distribution requirement" and be asked "Did you take the required minimum distribution (RMD) for 2024 for ALL of your retirement accounts that have this requirement?" Answer Yes. The program will not calculate any RMD shortfalls or tax. If you have already entered your Forms 1099-R you will need to delete them and re-enter to clear the RMD information you have already entered.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
