To clarify, you withdrew more than the RMD and rolled over the excess amount?
If yes, then please review these steps (assuming you have code 7 in box 7):
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- Enter the RMD amount for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen (this should be less than the amount distributed)
- Continue until "How much of this distribution applied to your December 31, 2025 RMD?" screen and select "Some of this distribution was a RMD" and enter the amount of RMD (this should be less than the amount distributed)
- On the "Tell us if you moved the money through a rollover or conversion" screen select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
Please note RMDs cannot be rolled over, therefore you only get the rollover question if your distribution was more than your RMD.
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