Yes. You do need to do something special, in that your 2024 tax return will need to be amended.
The reason for this is that your removal of excess transaction,...
It sounds like you've reached a section with questions pertaining to older versions of pensions. You should likely select "None of the above".
Your two retirem...
Yes and yes. Check the "Yes, I took out the entire remaining amount during the correction window". And, although there will be a penalty, you may request a waiv...
To enter taxes paid to your state that does not appear on your Form 1099-R, you can treat it as an estimated payment:
In the Federal section, Go to Deduction...
To answer the question, "How much of this distribution applied to your December 31, 2025 RMD?", you will need to click the back arrow to go back to the prior qu...
