Hey All,
I have a Roth IRA that I inherited from my mother when she passed away in 2019. As I do every year, I took RMDs in 2024 and got a 1099R from the service provider. During the interview, I entered that this is an inherited account with information about who I inherited it from. It doesn't ask me about RMDs at this point.
During the federal review in TurboTax online, it's prompting me to enter and RMD amount for the RMD excess accumulation worksheet. The problem is that it puts this value in line A of the worksheet ("Required RMD amount") but gives me no way to enter a value in line B ("Amount distributed in 2024"). Thus, it thinks I missed and RMD and starts assuming I owe penalties. It then asks if I withdrew the remaining RMD during the correction window.
How can I enter that I did in fact take the required RMD? I can't seem to directly access the worksheet.