rjs
Level 15
Level 15

Retirement tax questions

You reported the distribution from your IRA when you entered the 1099-R. You do not have to enter it anywhere else. The questions about RMDs in 2024 TurboTax are a little messed up. The question you are looking at is trying to determine whether you took less than you were required to. In your case, you took more than you were required to. For "RMD due by Dec. 31, 2024" you can enter zero, since you did not have any RMD due by Dec. 31. You have still reported the distribution that you took.