3538967
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I withdrew part of my 2024 RMD in 2025. How should I record this?

How should I record taking out the rest of my 2024 RMD within the correction window?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
DanaB27
Expert Alumni

I withdrew part of my 2024 RMD in 2025. How should I record this?

The 2024 RMD withdrawn in 2025 will be report next year on your 2025 return.

 

You will fill out Form 5329 to report the missed RMD for 5329:

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”
  3. On the "Your 1099-R Entries" screen (after entering all Form 1099-Rs) click "Continue"
  4. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select what is applicable
  5. TurboTax will walk you through the RMD questions and give you the option to apply for a waiver.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question