There are two RMD follow-up questions after you enter the Form 1099-R. The first one asks about the RMD amount for this account and the second one asks about how much of the distribution was applied towards the RMD. You can just select all of it was applied towards the RMD.
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- On the "Required Minimum Distribution" screen enter RMD for this account
- 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
- On the "Your 1099-R Entries" screen click "Continue"
- 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.
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