The RMD section has been updated please go back to your 1099-R entry and review the follow-up questions. At the end of the interview you should be able to select that you took all of your RMD:
- Click on the "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Review your entries and continue through the questions
- On the "Review your 1099-R info" screen click "Continue"
- On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you took all of your RMD for 2024.
What is the code on Form 1099-R for the rollover? If it is G and was rolled over to a traditional IRA then you should see these follow-up questions:
- On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
- On the "Did you move the money to a Roth IRA?" screen answer "No"
@Paul4434
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