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Retirement tax questions
First, enter the 1099-R for your required minimum distribution (RMD) and enter that full amount for the RMD amount question.
The second 1099-R will ask if you rolled it over and be sure to respond to the question for this 1099-R. You may need to enter two 1099-Rs for the second one since part was a rollover and part was a RMD. This will allow TurboTax to know the correct process for your return.
If the IRS does have a question, the same process will take place and your explanation seems to have provided sufficient detail for the IRS. See below for helpful information.
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March 7, 2026
6:46 AM