topic Federal form 1099-R RMD Excess Accumulation Worksheet "Did you withdraw the remaining RMD during the correction window?" in Retirement tax questions

Federal form 1099-R RMD Excess Accumulation Worksheet "Did you withdraw the remaining RMD during the correction window?"

Engineer1982 — Tue, 04 Feb 2025 02:48:38 GMT

Whichever box I check yields an error color in the other box. Both numbers are identical, even to the single decimal point. No cents are included in either number. I entered the "Required Amount" exactly the same as the "Amount Distributed" value generated by the program, which rounded up the cents and added a single decimal point.

Re: Federal form 1099-R RMD Excess Accumulation Worksheet "Did you withdraw the remaining RMD dur...

DanaB27 — Wed, 12 Feb 2025 13:16:40 GMT

Please try entering only full $ amounts without cents.

Please see Why am I getting an RMD distribution amount error?

Re: Federal form 1099-R RMD Excess Accumulation Worksheet "Did you withdraw the remaining RMD during the correction window?"

SteamTrain — Wed, 12 Feb 2025 14:05:45 GMT

Or...... for the required RMD amount, enter $1 lower than the actual distribution.

The software only uses that to determine if any "can" be rolled over....and you likely wouldn't roll over $1.