Where to enter taxes paid in 2024 on missed 2023 RMD

[LynK]

My dad missed his RMD in 2023; we filed a 5329 and took the missed distribution in 2024 within the correction window. In 2024, we paid the full amount of taxes due on the 2023 RMD income. His 2024 1099-R has the total amount for the 2023 RMD plus his 2024 RMD. I filed an extension so we would have more time to figure this out -- Where in TurboTax can I enter the taxes already paid to IRS for the 2023 RMD so that TurboTax will calculate only the taxes due on the 2024 RMD amount?

[fanfare]

Tas withheld on RMD is withholding, Line 25b. Just enter the 1099-R.

Your actual tax is then calculated by TurboTax after all your entries.

Note:  Due to 2024 TurboTax issues.
to avoid wrongful penalty, for each 1099-R, tell TurboTax that the distributed amount is the calculated required amount.

@LynK 

[LynK]

@fanfare The taxes were not withheld; we paid them directly to the IRS. Box 4 on the 1099-R (Federal income tax withheld) is $0. 

[VolvoGirl]

Are you sure you paid the tax and the penalty for missing the RMD?  You probably only paid the penalty.   Otherwise you would have needed to fill out an amended 1040X to add the RMD to your 2023 return.  I think you still need to pay the tax on it since you took it in 2024.  @dmertz 

[VolvoGirl]

What lines were filled out on form 5329?  Was it just part IX Additional tax on excess accumulation?   That is not the actual tax on the amount.   It is an additional tax for not taking the RMD.   You pay it each year you don’t take the 2023 RMD distribution.  

[LynK]

@VolvoGirl We paid $10,969 in tax per IRS bill tied to the 5329 that was filed w/2023 tax return. Have not filed an amended return.

[LynK]

@VolvoGirl Yes, it was just Part IX on the 5329. But we took the distribution in April of 2024 - within the correction window - and received IRS tax payment receipts that were tied to the 5329.