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user17758374086

Level 1

Solved

RMD 1099-R

Forum|Forum|4 months ago
April 10, 2026
1 reply
122 views

I turned 73 in 2024 and took my distribution in 2025 before Apr 1st.

I also took my distribution in 2025 and paid taxes before Apr 1st. Basically same time I did the 2024 distribution.

Do I put in the combined total amount distributed in 2025 as stated on 1099 (by the way is the total for 2024 and 2025) or do I just put in 2025 amount.

If I do what happens to the taxes I over paid for 2024 that is included in the federal tax paid of the 1099 ( which includes 2024 and 2025 amounts combine)

Best answer by rjs

Expert Reviewed

Enter the distribution and tax amounts in TurboTax as they appear on the 1099-R. Both distributions are taxable in 2025 because you took them both in 2025, even though one was for 2024. The tax that was withheld will be applied to your total 2025 tax liability. The tax is not linked to a specific distribution. If you paid more tax than necessary the excess will be included in your overall refund.

Answer

Level 15

Expert Reviewed

Enter the distribution and tax amounts in TurboTax as they appear on the 1099-R. Both distributions are taxable in 2025 because you took them both in 2025, even though one was for 2024. The tax that was withheld will be applied to your total 2025 tax liability. The tax is not linked to a specific distribution. If you paid more tax than necessary the excess will be included in your overall refund.