RMD withrawal and Direct Rollerover the remainder to another brokerage

[davidsu06]

Assuming I had an IRA account with the following situations:

1. In January 2024 I made $2,000 in qualified charitable donations; in May I rolled over the remaining $8,000 to another brokerage firm, leaving the balance 0.

2. The 1099-R I got: Line 1 $10,000, line 2a $10, 000,  and  2b taxable amount jot determined.

This is what I should do with TurboTax:

1. Report a total withdrawal of $10,000,

2. Report required RMD of $0.

3. When asked what I did with $10,000, I would say $8,000 rollover, $2000 RMD for donation.

Is this correct or there is a better way? 

From Confused

[DanaB27]

Please follow these steps in TurboTax Online:

1. Login to your TurboTax Account 
2. Click on "Search" on the top right and type “1099-R”
3. Click on “Jump to 1099-R” and enter your 1099-R
4. On the "Do any of these situations apply to you?" screen select "I transferred all or part of this money directly to charity"
5. 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 ($2,000).
6. Enter the RMD amount for this account ($2,000) on the "Let's get more information about your Required Minimum Distribution (RMD)" screen
7. Enter how much your transferred to charity $2,000
8. On the "Tell us if you moved the money through a rollover or conversion" screen select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
9. On the next screen select "No, I rolled over less than $XXX" and enter $8,000 as rolled over
10. On the "Review your 1099-R info" screen click "Continue"
11. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD"

In TurboTax Desktop:

1. Click on "Search" on the top right and type “1099-R”
2. Click on “Jump to 1099-R” and enter your 1099-R
3. On the "Required Minimum Distribution" screen enter RMD for this account ($2,000)
4. On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "Some of this distribution…" and enter the RMD amount ($2,000)
5. Answer the "Transfer to Charity Screen"
6. On the “What Did You Do With The Money” and choose “I moved it to another retirement account”
7. Then choose “I did a combination of rolling over, converting, or cashing out money.” and enter the rolled over amount ($8,000) next to "Amount rolled over to another (or back to the same) retirement account".
8. On the "Your 1099-R Entries" screen click "Continue"
9. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD"