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Level 1
posted Jan 24, 2025 12:13:34 PM

Inputting 1099-R Correctly When there is more than one account

I am finding the TurboTax questions very confusing when I am trying to enter multiple 1099-R. I have distributed my RMD but the amount taken from each account is either greater or less than required. The aggregate amount equals the correct total for the tax year. TurboTax's entry system make no sense! 

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1 Replies
Expert Alumni
Jan 27, 2025 2:33:08 PM

When you have completed one 1099-R, then you should proceed to enter the next one by selecting to Add another 1099-R.  

 

For your situation, since you have taken the required distribution in full for 2024, you should be able to answer yes to each 1099-R question 'How much of the $00000 was an RMD?  

 

This should allow you to move forward and complete these forms.