Thanks for the reply.
I don’t see a spot anywhere on the 1099 (or that baffling screen that TT has apparently just recently added and which I pasted below) where it indicates and/or I can indicate that it is all RMD and the RMD amount.
I do see on the 1099R forms that Fidelity is treating them as two separate accounts, and they have two separate numbers that are numbered sequentially. I’m not sure if this affects anything.
None of the numbers I am expecting seem to make sense unless I enter a “zero” on this screen for both 1099’s:
Let's get more information about your Required Minimum Distribution (RMD).
Live tax advice
We still need some required info.
If your FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS CO. account was subject to a Required Minimum Distribution (RMD), we need to know the amount that was required to be distributed by December 31, 2024 from this FIDELITY INVESTMENTS INSTITUTIONAL
OPERATIONS CO. account.
Do not include RMDs which are due on April 1. RMDs for the first year you're required to take a distribution are generally due on April 1.
RMD due by Dec. 31, 2024
$
Needs info
Note: Do not include the RMD for other retirement accounts you may have. RMDs for other accounts should be entered separately.
