Retirement tax questions

The statement "RMD total not distributed" likely refers to Required Minimum Distributions (RMDs) from retirement accounts like IRAs or 401(k)s. If you entered a 1099-R and see this message, it means you need to verify that you've taken the correct RMD amount.

Here’s what you can do:

1. Check Your 1099-R: Go back to the income tab in TurboTax, click on the 1099-R entry, and edit it. Look for any RMD-related information. To go back to 1099R
   1. Log into TurboTax and click this link.
2. Re-enter the 1099-R: It might be easier to delete the 1099-R entry and re-enter it to ensure all information is correct.
3. Verify RMD Status: Make sure you meet the age requirements for taking an RMD. Generally, you must start taking RMDs at age 73.
4.  Confirm whether you took the full RMD or only part of it.

For more details, you can visit the IRS page on RMDs.