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Ajfinanz
New Member

All RMDs taken for the year out of one account

I received only one 1099R this year for an RMD that represents the amount for two accounts. I can't seem to get by with this based on the Turbo Tax questions. It should ask if the 1099R represents multiple accounts (with their specific RMD amounts added together). I'm stuck at the question of "whether a required distribution was missed from a retirement account."  NO, actually it was not missed.  The two separate RMD totals have been included.  How am I to get around this within Turbo Tax?

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1 Reply
DianeW777
Expert Alumni

All RMDs taken for the year out of one account

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)

 

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

  1. Then select Tools below Tax Tools. 
  2. A window will pop up which says Tools Center.  
  3. On this screen, select Share my file with Agent. 
  4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
  5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.  

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

  1. Click on Online in the top left menu of TurboTax CD/Download for Windows
  2. Select 'Send Tax File to Agent'
  3. Write down or send an image of your token number and state then place in this issue.
  4. We can then review your exact scenario for a solution.
  5. Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution. 

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