dmertz
Level 15
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Retirement tax questions

Upon the death of your husband, taking the remainder of his 2024 became no longer his responsibility and became your responsibility.  Therefore, when entering the Form 1099-R that was issued in his name, enter as the required amount only the amount shown as the gross distribution.  When entering the Form 1099-R that was issued you your name, include the remaining amount of his RMD as part of the RMD that you were required to take, if asked.  (If you were under age 73 in 2024, TurboTax probably won't ask about your RMDs.)

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