Turning 73 this year (2025) I took the required RMDs in 2025 and received the anticipated 1099-R.
Within T.T. the instructions read:
"Do not include RMDs which are due on April 1. RMDs for the first year you're required to take a distribution are generally due on April 1."
Since I've taken the RMDs in 2025, if I don't report them now it would seem that next year's return, 2026, will be expected to have two 1099-Rs reporting RMDs...one for the 2025 tax year but taken before 1 Apr 2026, and a second for the 2026 tax year. BUT, I will only receive one 1099-R in 2026, and I won't receive credit for these RMDs that I actually did perform in 2025.
What it the proper way to handle this in T.T?
Thanks for your insight.
