Assuming I had an IRA account with the following situations:
1. In January 2024 I made $2,000 in qualified charitable donations; in May I rolled over the remaining $8,000 to another brokerage firm, leaving the balance 0.
2. The 1099-R I got: Line 1 $10,000, line 2a $10, 000, and 2b taxable amount jot determined.
This is what I should do with TurboTax:
1. Report a total withdrawal of $10,000,
2. Report required RMD of $0.
3. When asked what I did with $10,000, I would say $8,000 rollover, $2000 RMD for donation.
Is this correct or there is a better way?
From Confused
