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I have a problem fixing my entry on required minimum distribution. I already put in $1,777.79 that my financial advisor told me but it won't accept it..

What entry should i put under partial RMD? It won't accept $1,777.79 because it says partial RMD should not have an amount if the entire distribution applies to RMD so I put zero and won't accept it either.
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1 Reply
RachelW33
Expert Alumni

I have a problem fixing my entry on required minimum distribution. I already put in $1,777.79 that my financial advisor told me but it won't accept it..

When entering your 1099-R, it sounds like you may have originally chosen Only part of this distribution was an RMD and entered an amount in that box, and then changed your answer to The entire distribution was an RMD.  You will need to go back to this section and remove the amount to resolve the message. (See screenshot below for reference)

 

To get back to your 1099-R entries and the follow up questions, please follow these steps: 

 

  1. Sign in to TurboTax and choose continue or Pick up where you left off
  2. On the left side bar, choose Federal and then Wages & Income
  3. Scroll through the Income section and select Add/Edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Click the edit pencil next to the 1099-R you need to change
  5. When you get to the screen "How much of the $$$ was an RMD? click on Only part of this distribution was an RMD and make sure you do not have an amount in that box if the entire distribution applies to your RMD.  Then choose the circle The entire distribution was an RMD.

 

 

Please note, there have been recent updates to the program regarding RMD's.  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.  

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