☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Jan 26, 2023 9:24:59 AM

When to Mark RMD Box in TurboTax

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.

0 1 725
1 Best answer
Expert Alumni
Jan 26, 2023 9:37:27 AM

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

 

1 Replies
Expert Alumni
Jan 26, 2023 9:37:27 AM

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