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January 29, 2025
Question

How do I enter required minimum distributions when I have multiple accounts and use a withdrawal from one account to meet the RMD from another account?

  • January 29, 2025
  • 1 reply
  • 0 views
I also made a charitable contribution from one of my IRA accounts and need that to count toward my RMD.

    1 reply

    rjs
    Employee
    January 29, 2025

    The RMD questions in TurboTax for 2024 are confusing and lead to errors if you have more than one account. TurboTax is working on clarifying the questions. There might be an update later this week. Go back through the questions next week and see if they have clarified what you should enter.