dmertz
Level 15

Retirement tax questions

Not a problem.  How much of the distribution was RMD is not reported anywhere on your tax return.  TurboTax only uses this information to determine how much of your total distributions is eligible for rollover, and if you did not roll over any of your distributions it doesn't matter how you answer this question.  Also, as long as you did not indicate that you failed to receive all of your RMD, TurboTax will not have prepared Form 5329 to calculate any excess-accumulation penalty for failing to take an RMD.