- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes. You would enter the amount that you should have taken by December 31, 2025 because otherwise, TurboTax will think your total RMD is less than the required amount.
When you reach the screen that asks you how much of the RMD you took, enter the actual amount of RMD you received in 2025. Do not include the amount you took in 2026. That will be reported on your 2026 return.
Because you turned 73 in 2025, you have a grace period of April 1, 2026 to take your RMD. Since you took it in January, you complied with the requirement and there should be no penalties.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
2 weeks ago