RMD

[dcollins4]

RMD question ask amount required to be distributed by 12/31/2025. It states do not include RMD due on April 1st your if it your 1st year. I received my 1st RMD in August 2025. Will this show as 2025  not 2026. Should I show amt and date paid in  due by 12/31/ 2025 box

[ReneV4]

Yes. You should show that you took the RMD in 2025 when you received the distribution.

Within TurboTax, when entering you 1099-R information and arriving at, "Let's get more information about your RMD", enter the amount of the RMD you received last August in the "RMD due by December 31, 2025" box.

If the entire amount of your 1099-R was your RMD, you would enter the total amount of your 1099-R.

Keep in mind that 1099-Rs do not usually list the RMD. Learn more about this by reading, Why don't I have an RMD listed on my 1099-R?