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Hillspoint
New Member

2024 and 2025 RMD

I took 2024 RMD in 3/28/2025 and also took 2025 RMD on the same date.  I didn't report RMD of 2024 because I didn't have 1099-R then.  Now I have 1099-R for 2025 for the total amount of RMD for both years (2024 and 2025).  The Distribution Code is 7 which is Normal.  How can I let IRS know that part of the amount on the 1099-R of 2025 belongs to 2024 RMD to avoid any penalty?

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‎March 29, 2026 12:34 AM
last updated ‎March 29, 2026 12:34 AM
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dmertz
Level 15

2024 and 2025 RMD

There is no need to identify the portion that applies to 2024, so TurboTax provides no way to do so.

‎March 29, 2026 5:25 AM
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