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TDA trans'ed to Schwab in 2024.I have 2 1099R's, one from each custodian. I split my RMD betwTDA&Schwab. TT asked required RMD for ea. That overstates RMD. How to enter?

@VolvoGirl  your solution is clearly congruent with the number of tax documents sent to IRS

and easier to double check later before finally e-Filing.

 

 

TDA trans'ed to Schwab in 2024.I have 2 1099R's, one from each custodian. I split my RMD betwTDA&Schwab. TT asked required RMD for ea. That overstates RMD. How to enter?

Upvoting this response.  I have the same issue, and this is the best answer.

TDA trans'ed to Schwab in 2024.I have 2 1099R's, one from each custodian. I split my RMD betwTDA&Schwab. TT asked required RMD for ea. That overstates RMD. How to enter?

FYI - On Feb  20, 2025 they fixed the RMD questions.  There was a problem and now it works right.  If you are using the Desktop program be sure to check for updates.  And you should probably go back though  your 1099R entries to update them.  

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