RMD for age 73 Turbotax instruction seems wrong

[jeboone1]

I am age 73 using Turbotax Premier.  I took the required RMDs in 2024 because I don't want to have two years  of distributions fall in 2025.  The instruction says to enter zero for amt due Dec 31,2024 because they aren't technically due until April 1.   If I enter zero then it doesn't allow me to assign this distribution to 2024 RMD requirement. If I enter the amt of the 2024 RMD then it lets me make the assignment.  I assume that Turbotax plans to do that when I file next year's taxes but I don't like making assumptions.  

[VolvoGirl]

Yes enter the amount you took in 2024 for the RMD question.  Enter the amount from 1099R box 1 for each 1099R.   

[jeboone1]

The amount in 1099R  Box 1 is the total withdrawal not the RMD for the account.  Looking at the RMD worksheets it doesn't appear that the step by step process is filling out the forms properly.

[DanaB27]

You can enter the RMD for this account since you decided to take it in 2024. Please see these instructions:

1. Click on "Search" on the top right and type “1099-R”
2. Click on “Jump to 1099-R” and enter your 1099-R
3. On the "Required Minimum Distribution" screen enter RMD for this account (ignore the April 1 statement since you took the RMD in 2024)
4. On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "The entire distribution applied…"  / or select "Some of this distribution…" and enter the RMD amount (if this distribution includes RMD for other IRA accounts then you included the amount here)
5. On the "Your 1099-R Entries" screen click "Continue"
6. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024. 

[JEBoone]

Thank you,  I had decided that I needed to do something like that.  It seems like there should be a direct way let Turbotax know that something is wrong.