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January 31, 2025
Question

RMD software glitz

  • January 31, 2025
  • 1 reply
  • 0 views

TT won't accept my RMD entries and keeps taking me back to Review. How do I get this fixed?

 

    1 reply

    February 10, 2025

    Please make sure you enter full dollar amount.

     

    Please follow these steps to enter the RMD:

     

    1. Login to your TurboTax Account 
    2. Click on "Search" on the top right and type “1099-R”
    3. Click on “Jump to 1099-R” and enter your 1099-R
    4. Continue until "How much of the $XXXXX was a RMD?" screen, select "The entire distribution was an RMD" (or select "Only part of this distribution was a RMD" and enter the amount of RMD) and click "Continue".
    5. On the "Let's get more information about your Required Minimum Distribution (RMD)" screen enter the amount of the RMD from this distribution again.

     

    Please see Why am I getting an RMD distribution amount error?

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