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G
gwseckin
January 28, 2025
Question

How do you handle a 1099R for a distribution that was larger than your RMD?

  • January 28, 2025
  • 1 reply
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    1 reply

    M
    MinhT1
    January 28, 2025

    You have satisfied your RMD requirement, The balance is a normal distribution.

    Answer the interview in TurboTax. Say that Only part of the distribution is RMD, then on the following page, enter the RMD amount.

     

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