You made a good decision in taking the 2024 RMD in 2024. otherwise, you would be taxed on the 2024 and 2025 RMD in 2025. Basically, double taxation. anyway, first question: you should input the $33,703.28 as the RMD. You will be taxed on the full $46,000 but the $12,000 will no longer be included in the calculation for the following years RMD. The Roth Conversion I believe should be reported in the Deduction section of TT.
Second question: I think this has been answered already but go ahead and report the full amount of pension shown in box 1as RMD. That appears to now be the approach that is used since all companies with pension payments are meeting the rules for RMD. this is NOT an IRA and should not have the box checked for an IRA.
