Thanks for your quick reply. I did it as you suggested. However, I forgot that the required RMD based on the 2023 yearend balance is much more than the $2,000 I took out, and an extra withdrawal from another account made up the shortfall. To recap 1. I withdrew $2,000 RMD (for donation); 2. I rolled over $8,000 out; 3. 1099R reported I withdrew $10,000; 4. the true required RMD was more than $2,000, say $4,000.
Back to your suggestion on step 3 of desktop TT the required RMD shall I enter $4,000 instead of $2,000?
All these complications were caused by the assumption that I could withdraw any amount from any IRA account as long as the total withdrawal covers the total required RMD.
Thank again.
