Can you take RMD from multiple accounts to meet distribution requirements ?

[j-evers]

Did not meet RMD from one account, but made up difference from second RMD account

[AmyC]

No problem. You can have multiple accounts and take it all from one account. The IRS is just making sure you got it all. When you enter the 1099-R, the program asks if you took the full RMD required or less, meaning across all accounts that you have. 

•  Since you took your full  RMD from all accounts -
  • Enter the 1099R value for amount taken. 
  • Enter a value less than or equal to the payment amount on the 1099-R on the RMD required screen.

This is not part of your tax return, this is the program trying to determine if a penalty needs to be calculated.