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All RMDs taken for the year out of one account
I received only one 1099R this year for an RMD that represents the amount for two accounts. I can't seem to get by with this based on the Turbo Tax questions. It should ask if the 1099R represents multiple accounts (with their specific RMD amounts added together). I'm stuck at the question of "whether a required distribution was missed from a retirement account." NO, actually it was not missed. The two separate RMD totals have been included. How am I to get around this within Turbo Tax?
March 31, 2025
3:24 PM