DanaB27
Expert Alumni

Retirement tax questions

You should only enter the amount of the distribution for the RMD of this account in your case:

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R” and enter your 1099-R
  3. Enter the RMD amount allocated to this distribution since this account was split up on the "Let's get more information about your Required Minimum Distribution (RMD)" screen (do not enter more than the distribution amount)
  4. Continue until "How much of this distribution applied to your December 31, 2024 RMD?" screen and select "The entire distribution was an RMD
  5. On the "Here's your 1099-R info" screen click "Continue"
  6. 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, otherwise select what is applicable. 

 

@caliread 

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