turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes & Forms (2024) on Mar 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

RMD on multiple accounts

I have two IRAs. I took excess from one for my RMD, less from the other IRA to complete my total RMD requirement. I also did a Roth conversion from the latter IRA. TurboTax is confusing me, any ideas

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
PatriciaV
Employee Tax Expert

RMD on multiple accounts

Please revisit the Retirement section of TurboTax and work through the interview screens. An update to this section was made recently that added a question about the RMD requirement. Once you answer this question, the RMD messages should be resolved.

 

TurboTax Online updates automatically when you close and reopen your browser. If you're using TurboTax for Desktop (any version), agree to the updates when you restart the program.

 

If you have other questions about your Roth conversion, please post to this thread.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question