topic Re: IRA RMD in Retirement tax questions

IRA RMD

jeffkman — Mon, 23 Feb 2026 13:23:29 GMT

Mid 2022 I transferred my IRA to another broker. My first broker stated by RMD for 2022 was $9,283.43 and they distributed $6,173.36. My second broker distributed $12,600 from my IRA. I entered both in TurboTax specifying $3,110.07 of the $12,600 distributed was RMD. Got error in Form 539-T Waiver on Tax line. Lines 52 and 53 Minimum Required and Actually Distributed only shows the amount from first broker ($6,173.36) and not the entire $9,283.43 amount causing a error. Is this a TurboTax error? If not, how do I correct?

Re: IRA RMD

Bsch4477 — Sat, 04 Feb 2023 19:10:08 GMT

Say that both distributions were RMD’s.

Re: IRA RMD

jeffkman — Sat, 04 Feb 2023 20:15:46 GMT

Sorry , that was Form 5329-T Part IX. When I removed reporting both broker accounts from I TurboTax return, it still showed $3,110 in box "A" under line 53. Ouch!

Re: IRA RMD

jeffkman — Sat, 04 Feb 2023 20:16:40 GMT

They are both set up as RMDs.

Re: IRA RMD

dmertz — Sun, 05 Feb 2023 00:16:58 GMT

These entries on Form 5329 are ones that you made. Since you completed your RMD, just deleted the Form 5329.