1099-R

fasteddied1 — Fri, 23 Jan 2026 18:18:51 GMT

I entered my 1099-R from my Financial Institution for my RMD. I put in the Gross Distribution and Federal Taxes withheld. This changed my federal refund. When I hit continue I got a page that said:

'If your National Financial Services LLC account was subject to a Required Minimum Distribution (RMD), we need to know the amount that was required to be distributed by December 31, 2025 from this National Financial Services LLC account.

Do not include RMDs which are due on April 1. RMDs for the first year you're required to take a distribution are generally due on April 1.

RMD due by Dec. 31, 2025'

When I entered what I thought they wanted (gross distribution) it reduced my Federal Refund by thousands.

Why do I have to enter the gross distribution again. I don't remember this in last years turbo tax.

Re: 1099-R

SteamTrain — Sat, 24 Jan 2026 15:56:30 GMT

@fasteddied1

Yeah, I noted that the refund rachets down and up during the entry of a 1099-R.

Just make sure your box 4 (Fed withholding) and box 14 (state withholding) is entered properly and it should work out OK as long as you work thru all of the follow-up questions.

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1099-R

Re: 1099-R