I took my required RMD (not the first year) and did Roth conversion from my IRA account last year. That means my 1099R includes the RMD taken and the ROTH conversion.
TT asks: RMD due by Dec. 31, 2025. See attached.
I have taken all required. I believe is zero in my case.
Is the number asked referred to the required RMD for year 2025 or what is left to be taken?
Thanks
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I cannot see the attachment you are referring to, so I can't be too specific. Normally TurboTax is asking for your entire RMD for the current year though.
I could view them on my iPad but not on my Windows Desktop. It wants to know the total RMD you needed to take from that account to check if you took it out. Did you take the RMD out before you did the Conversion? You can't convert any of the RMD amount. You might need to split your 1099R into 2. @dmertz
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SLYKTAX
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KimBS
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