my mother died in 2013 at age 77. She was born in 1936. I have been taking more than the RMD in 2024.
When TURBO TAX asks me "was this withdrawal an MRD?" , how do I answer that? Yes or No ? If I answer Yes, TT wants to know how much of the amount was RMD, All of it, or part of it. Here, if I answer part of this distribution was RMD (since I assume part of it was, and the remaining amount was not) it then asks how much of the amount I received applies to the RMD. I do NOT know what amount is applied to RMD, but I'm sure I've taken more than is required. How do I determine the amount to enter? There are 5 different funds inside the account and I assume a portion of each meets the RMD requirement. How do I apply the correct RMD amount to each fund? I have a separate 1099-R info for each fund