Rmd met calc is off with 3 ira accts and
qcd. WD 6k over and it says rmd wd not met. ??
All these new rmd fields are a mess. You could have multiple ira / institutions and some individually might not balance but in aggregate they do.
01250
1 Replies
DanaB27
Expert Alumni
Mar 4, 2025 4:24:02 AM
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 click "Continue"
On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024, otherwise select 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 click "Continue"
On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024, otherwise select 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).