JohnB5677
Expert Alumni

Retirement tax questions

Were both distributions included on the same 1099-R?

 

If so, there are questions as you go through the interview

  • Let's get more information about your Required Minimum Distribution (RMD).
    • RMD due by Dec. 31, 2024
    • Did you post $1,900
  • How much of this distribution applied to your December 31, 2024 RMD?
    • Some of this distribution applied to the December 31, 2024 RMD
    • Enter $1.900
       

This should clear the error

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