Retirement tax questions

Please see the instructions below.

In TurboTax Desktop:

1. Click on "Search" on the top right and type “1099-R”
2. Click on “Jump to 1099-R” and enter your first 1099-R 
3. On the "Required Minimum Distribution" screen enter RMD for this account
4. On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "The entire distribution applied…"  / or select "Some of this distribution…" and enter the RMD amount (if this distribution includes RMD for other IRA accounts then you included the amount here)
5. Answer the "Transfer to Charity" screen
6. On the "Your 1099-R Entries" screen add the second Form 1099-R
7. On the "Required Minimum Distribution" screen enter RMD for this account 
8. On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "The entire distribution applied…"  / or select "Some of this distribution…" and enter the RMD amount (if this distribution includes RMD for other IRA accounts then you included the amount here) 
9. On the "Your 1099-R Entries" screen click "Continue"
10. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024.

In TurboTax Online:

1. Click on "Search" on the top right and type “1099-R”
2. Click on “Jump to 1099-R” and enter your first 1099-R
3. On the "Do any of these situations apply to you?" screen select "I transferred all or part of this money directly to charity"
4. On the "Required Minimum Distribution" screen enter RMD for this account 
5. On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "The entire distribution applied…"  / or select "Some of this distribution…" and enter the RMD amount (if this distribution includes RMD for other IRA accounts then you included the amount here) 
6. Enter how much your transferred to charity
7. On the "Your 1099-R Entries" screen add the second Form 1099-R
8. On the "Required Minimum Distribution" screen enter RMD for this account
9. On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "The entire distribution applied…"  / or select "Some of this distribution…" and enter the RMD amount (if this distribution includes RMD for other IRA accounts then you included the amount here) 
10. On the "Your 1099-R Entries" screen click "Continue"
11. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024.

Please see Can an account owner just take a RMD from one account for additional information.