The "Let's get more information" about your RMD screen is more likely to be the source of your problem than incorrect entry of the 1099-R information itself. I think the interview asks one question,...
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The "Let's get more information" about your RMD screen is more likely to be the source of your problem than incorrect entry of the 1099-R information itself. I think the interview asks one question, but actually needs you to answer a different question on this page. The interview correctly distinguishes between any RMD due before April 1 (for the unique situation of the first RMD at age 73, under current law) and then asks how much of the RMD is for that specific account. The correct answer to THAT question is the 12/31/24 balance for this account divided by the applicable factor from the IRS' table. The question that TT needs you to answer here, however, is "How much of the total amount of all RMDs are you allocating to this account?" Enter the answer to THIS question, in your case, the sum of the RMDs from all of your IRAs (but don't include employer plan RMDs). The text at the bottom of this page, which says "Note: Do not include the RMD for other retirement accounts you may have. RMDs should be entered separately", is confusing or misdirecting users, since in fact, TT wants you to include any portion of the RMD from other non-employer accounts that you allocated to this account to satisfy the requirement to take the total RMD for the year. So for this question, for your situation, on this screen, for this 1099-R, enter your total IRA RMD. You can check Form 5329 (-T and/or -S, if applicable), Part IX. The "undistributed RMD" should be $0.