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Level 2
posted Mar 23, 2025 5:03:08 PM

Why can't I continue with my return without entering 2024's RMD?

Vanguard's website only gives me the current year's RMD. So I need to call them to get my 2024 RMD. They're not open all the time. Mostly, they're not open on weekends when I try to do my taxes. Turbotax wants my '24 RMD, which I don't know. I'd want to skip the field and move on. Turbotax won't allow me. Why not? How do I get by it, since I'm held up in the meantime? And why would you add this step from previous years anyway... and make it impossible to get passed?

0 2 1195
2 Replies
Level 15
Mar 23, 2025 5:26:05 PM

Actually you can go on the Vanguard site and see your 2024 RMD amounts.  I just did it to make sure.   Look for "Access RMD service History" to get your 2024 amounts.    

Level 15
Mar 23, 2025 8:59:51 PM

To avoid penalty, for each 1099-R, tell TurboTax that the distributed amount box 1 is the calculated required amount.

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