When to Mark RMD Box in TurboTax

jon10 · ‎January 26, 2023

I calculated my RMD and actually took more than this. Do I mark the RMD box (All or part is RMD) or leave it blank. I'm afraid that if I mark it the IRS will think I'm taking the required amount by "force", yet if I don't mark it they might think I'm not even taking the RMD.

DanaB27 · ‎January 26, 2023

Yes, you will mark the box "All or part of this withdrawal is RMD" to indicate part of the distribution was your RMD.

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DanaB27 · ‎January 26, 2023

Yes, you will mark the box "All or part of this withdrawal is RMD" to indicate part of the distribution was your RMD.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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When to Mark RMD Box in TurboTax