topic Re: RMD in Retirement tax questions

RMD

Brook23 — Mon, 10 Feb 2025 20:47:45 GMT

I have my RMD amount doubled in turbotax. How do I delete the extra rmd??

Re: RMD

RobertB4444 — Mon, 10 Feb 2025 21:44:36 GMT

Go back through the entries that you've made for your 1099-Rs. You'll have to adjust the RMD at the place where you entered it.

@Brook23

Re: RMD

VolvoGirl — Mon, 10 Feb 2025 21:50:53 GMT

On each 1099R you need to say Yes it was the RMD and only enter the amount from box 1 on that single 1099R for the RMD, not the total RMD for all and even if it is more or less than the total.

Re: RMD

dmertz — Mon, 10 Feb 2025 22:17:51 GMT

If all else fails, try deleting the Form 5329 from your tax return and allow it to regenerate.