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Level 1
Feb 21, 2025 4:35 PM UTC
Solved

Is the TurboTax RMD question box programmed correctly.

TurboTax IRA/ RMD question box is not programmed correctly. The RMD vs withdrawn calculation only works when you click the box for "All of the amount was for RMD" (NOT "part of.. ").
    RachelW33
    RachelW33Answer
    Alumni - Expert
    Feb 23, 2025 6:20 PM UTC

    There was recently a program update in the RMD section of TurboTax that should have resolved this issue.  

     

    Please review your 1099-R entries in TurboTax and complete all of the follow-up interview questions.  Once you are done updating your 1099-R entries, click Continue and answer those follow-up questions.  

     

    If you’re still experiencing an issue, please post here so that we can assist you further.

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

    1 reply

    RachelW33
    Alumni - Expert
    RachelW33Alumni - ExpertAnswer
    Alumni - Expert
    Feb 23, 2025 6:20 PM UTC

    There was recently a program update in the RMD section of TurboTax that should have resolved this issue.  

     

    Please review your 1099-R entries in TurboTax and complete all of the follow-up interview questions.  Once you are done updating your 1099-R entries, click Continue and answer those follow-up questions.  

     

    If you’re still experiencing an issue, please post here so that we can assist you further.

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