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TurboTax errors calculating for RMDs by assuming a non-IRA pension amount belongs to an IRA account. How can I correct this?

How do I enter the data for a second IRA account that has an RMD if I have no Form 1099-R?
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3 Replies

TurboTax errors calculating for RMDs by assuming a non-IRA pension amount belongs to an IRA account. How can I correct this?

All of the pension income reported on the Form 1099-R is an RMD.  Make sure that the box for IRA/SEP/SIMPLE is NOT checked.

TurboTax errors calculating for RMDs by assuming a non-IRA pension amount belongs to an IRA account. How can I correct this?

The SEP/IRA box is not checked, and I answered "NO" to the follow-up question asking if the box was checked or not.  The problem that persists is that TurboTax uses that improper account's 1099-R's data, and I cannot find a way to enter the information for the Fidelity IRA that TurboTax should be using.

TurboTax errors calculating for RMDs by assuming a non-IRA pension amount belongs to an IRA account. How can I correct this?

I could not use the process suggested by the reply with my version of TurboTax.  Instead, I went from Step-by-step to Forms and altered the form entries to reflect my situation.  This then allowed me to complete all the error checks in TurboTax and file my taxes.

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