@jjcylk wrote:
That can't be correct because then my Distribution would always equal the RMD. I would never exceed or go under. If my RMD was 5K and i wanted to transfer another 5K over to a Roth, your answer would never allow me to do that.
If you transfer to a ROTH you would need to enter another 1099R for it. If it was included on a 1099R with the RMD you would have to split up the 1099R into 2. And yes in Turbo Tax this year you have to answer that each 1099R was the full RMD and was the distribution on that single 1099R. Turbo Tax changed the questions and everyone is messed up. There are lots of posts complaining, you are not the only one. Most of the forum questions are for the RMD.
