The response did not address the question. We have two retirement accounts, a Rollover IRA and the TIAA "IRA" withdrawn as an annuity. For both of them, the withdrawal is more than the RMD so the 1099 info is entered as the RMD being only a part of the withdrawal. The amount of RMD needed and done are entered. TT then has this "RMD Excess Accumulation Worksheet" which requires a box to be checked with the type of account either IRA, 40e(5), or "other". Not sure why that is needed since RMD for both accounts have been entered. My question was which box to check. I finally just checked "other" to make it go away.
