No, the RMD section was updated.
Please follow these steps in TurboTax Online:
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- Continue until "How much of the $XXXXX was a RMD?" screen and select "Only part of this distribution was a RMD" and enter the amount of RMD /or select "The entire distribution was an RMD" (if this distribution includes RMD for other IRA accounts then you included the amount here)
- Enter the RMD amount for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen
- On the "Review your 1099-R info" screen add the next 1099-R, when done entering all 1099-R click "Continue"
- On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "An IRA..."
- On the "Total RMD for all other IRAs" screen enter the RMD from your other IRAs (where you didn't take a distribution from).
In TurboTax Desktop:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- On the "Required Minimum Distribution" screen enter RMD for this account
- On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "Some of this distribution…" and enter the RMD amount / or select "The entire distribution applied…" (if this distribution includes RMD for other IRA accounts then you included the amount here)
- On the "Your 1099-R Entries" screen add the next 1099-R, when done entering all 1099-R click "Continue"
- On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "An IRA..."
- On the "Total RMD for all other IRAs" screen enter the RMD from your other IRAs (where you didn't take a distribution from).
Please see Can an account owner just take a RMD from one account for additional information.
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