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Retirement tax questions
If you are confident that you have satisfied your RMD requirements, and don't need TurboTax to make any calculations related to RMD for you can work around the issue. You will need to delete and re-enter your Form 1099-R for your IRA distribution. After you re-enter the 1099-R, when you are asked "How much of the [Distribution Amount] was an RMD?" indicate "None of this withdrawal was an RMD". After you finish your 1099-R entries, a few screens later you will see "Let's check if you met the minimum distribution requirement" and will 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.
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