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Retirement tax questions
The IRS does not know what your RMD should be (nor does TurboTax). They expect you and your plan administrator to see that the RMD is distributed.
The easiest way to do this in TurboTax is to Delete your 1099-R entry. If using TurboTax Online, clear your Cache and Cookies after deleting.
Re-enter your 1099-R. Indicate that 'all or part of this distribution is RMD'. For the RMD amount, enter the amount of the total distribution.
The IRS allows you to take your RMD from one account or across several.
Here's more info on IRS Requirements for RMD's.
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March 17, 2025
6:46 PM