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February 18, 2025
Question

How do I add additional RMD without a 1099-R?

  • February 18, 2025
  • 1 reply
  • 0 views
I took my RMD's from different accounts

    1 reply

    VolvoGirl
    Employee
    February 18, 2025

    Then you should have a 1099R from each account.  

    Turbo Tax changed this year. When it asks about the RMD it is only asking for that one 1099R you are entering.  On each 1099R you need to say Yes it was the RMD and only enter the amount from box 1 on that single 1099R for the RMD, not the total RMD for all and even if it is more or less than the total.

     

    Until they fix it try Expert DavidD66 excellent answer here,
    https://ttlc.intuit.com/community/retirement/discussion/re-rmd-mismatch/01/3488686#M234445