ReneV4
Employee Tax Expert

Retirement tax questions

No. You should not fake numbers. TurboTax treats each  Form 1099-R separately. If there were no distributions from two of your accounts, there would be no RMD questions for those.

 

However, since you take your total RMD from the one account, you can indicate your total RMD was satisfied from this distribution by doing the following:

 

  1. Return to your 1099-R entry by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income
  2. Click on the pencil to the right of the 1099-R
  3. Click Continue through the entries you've made
  4. "Let's get more information about your Required Minimum Distribution (RMD), enter the amount of your distribution as your RMD that was due by December 31, 2025Continue
  5. On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue
  6. When you reach, "Review your 1099-R summaryContinue (not the pencil)
  7. When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)
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