topic Re: RMD in After you file

RMD

shapop — Tue, 17 Mar 2026 15:03:30 GMT

My MIL has a 1099R form for a mandatory distribution (RMD) for the year. Code 7 simple IRA. Turbo tax wants to know how much of distribution is RMD. If I put in the full amount her refund goes from 3,000 to zero. Why? It never did in prior years. Also this is the only 1099R she has received. TTax never used to ask this before.

Re: RMD

Bsch4477 — Tue, 17 Mar 2026 15:45:22 GMT

TurboTax has always asked that question.

Re: RMD

JohnB5677 — Wed, 18 Mar 2026 16:45:07 GMT

What did you enter for the question prior to the The entire distribution applied to the December 31, 2025 RMD question.

It read:

Let's get more information about your Required Minimum Distribution (RMD).
If your XXXX 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 XXXX account.

Did you enter an amount greater or less than the amount in Box 1 of the 1099-R