RMD Question

[user17706826696]

I received an RMD notice but I already withdraw more than the required amount from this account. How should I answer the question "How much of the distribution applied to your December 31, 2025 RMD"?

[ReneV4]

To answer the question, "How much of this distribution applied to your December 31, 2025 RMD?", you will need to click the back arrow to go back to the prior question.

The prior question, "Let's get more information about your Required Minimum Distribution (RMD)", is where you should have included the amount of your total distribution that pertains to your RMD only, not the total distribution.

Then, in the "How much of the distribution applied to your December 31, 2025 RMD?" section, you can select "Some of the distribution applied to December 31, 2025" and then enter the amount you entered in the prior section, then Continue.

Typically Form 1099-R will not have RMD information separated, so you will need to enter that information manually.