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raysuew
New Member

very clunky way of aggregating rmds from different iras but paying all rmd from one (or other iras). not clear how to do this on turbo tax on the web.

 
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dmertz
Level 15

very clunky way of aggregating rmds from different iras but paying all rmd from one (or other iras). not clear how to do this on turbo tax on the web.

Yes, the TurboTax developers made a bit of a mess of this for 2024.

 

If you completed all of your RMDs properly, for each Form 1099-R enter as the RMD for a particular account no more than the gross amount distributed (box 1), even if the amount that you enter is more than the RMD for the particular account because part of it is satisfying the RMD for a different account, such that the total of all of these entries equals the total combined RMD.

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