☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 21, 2025 8:35:18 AM

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 The RMD vs withdrawn calculation only works when you click the box for "All of the amount was for RMD" (NOT "part of.. ").

0 1 649
1 Best answer
Expert Alumni
Feb 23, 2025 10:20:38 AM

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.

1 Replies
Expert Alumni
Feb 23, 2025 10:20:38 AM

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.