Retirement tax questions

Just to clarify, for this workaround the amount to enter into both RMD and RMD distribution fields is the amount for the RMD, not the total distribution from the account. Roth conversions, account transfers, and QCDs are included in the total distribution.  If you have not met the required distribution you would need to adjust accordingly.

 

I'm not sure anyone has tested this for all cases, so make sure all your other distributions are properly allocated. It is also possible Turbo Tax will not allow some situations with this work around.

 

Not to nit pic, but there are many suggestions to use Box 1 of the 1099r, which is not correct in many cases.