How/where do you document total RMD on 1040 when entire amount was taken from one of several accounts, and nothing was taken from the other accounts?

nedpolan — Tue, 17 Feb 2026 19:31:46 GMT

Re: How/where do you document total RMD on 1040 when entire amount was taken from one of several ...

MinhT1 — Tue, 17 Feb 2026 20:51:51 GMT

If you are sure that you have satisfied all RMD requirements, then in TurboTax, on your form 1099-R for RMD withdrawals, answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that IRA account.

By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.

topic How/where do you document total RMD on 1040 when entire amount was taken from one of several accounts, and nothing was taken from the other accounts? in Retirement tax questions

How/where do you document total RMD on 1040 when entire amount was taken from one of several accounts, and nothing was taken from the other accounts?

Re: How/where do you document total RMD on 1040 when entire amount was taken from one of several ...