How should I enter RMD amounts for each 1099-R when the 2025 RMD was calculated by the first trustee but partially met by the second trustee account was created in 2025?

wbp53073 — Tue, 24 Feb 2026 15:25:18 GMT

Re: How should I enter RMD amounts for each 1099-R when the 2025 RMD was calculated by the first ...

MinhT1 — Tue, 24 Feb 2026 16:14:43 GMT

If you are sure that you have satisfied all RMD requirements, then in TurboTax, on each 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 should I enter RMD amounts for each 1099-R when the 2025 RMD was calculated by the first trustee but partially met by the second trustee account was created in 2025? in Retirement tax questions

How should I enter RMD amounts for each 1099-R when the 2025 RMD was calculated by the first trustee but partially met by the second trustee account was created in 2025?

Re: How should I enter RMD amounts for each 1099-R when the 2025 RMD was calculated by the first ...