DaveF1006
Expert Alumni

Retirement tax questions

It depends. Review your entries to make sure everything is recorded correctly. Then there'll be follow up questions that are asked:

 

  1. It'll ask what  RMD requirement was for this year.  If it's for the full amount of the distribution list, the full amount.
  2. Then there will be a follow-up screen. Here say that the entire distribution is applied to the December 31, 2024 RMD.

@LL1070 

 

 

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