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Have 5 IRA ‘s . Withdrew from 3 . Rolled over 1 . (Did not withdraw RMD) . Did not withdraw RMD from # 5 . 3 IRA’s withdrawl more than covered my RMD . Did not get 1099R from IRA 4 and 5. How do I handle. First RMD year. Turned 73 in 2024.
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Please follow these steps:
Please see Can an account owner just take a RMD from one account for additional information.
Sorry that solution does not work .First step clicking on search brings up a screen to talk to a bot . Totally useless. I tried clicking on forms . That was a bit more informative but did not solve my issue, or question. Extremely vexing.
In TurboTax Desktop try to get to the Form 1099-R entry with these steps:
To clarify, did you get a 1099-R for the rollover? Or was it a trustee-to-trustee and you did not receive a 1099-R?
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