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February 18, 2025
Question

I am not equired to provide an RMD. Turbo tax is not excepting that answer

  • February 18, 2025
  • 2 replies
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How can i circumvent the RMD since it does not pertain to me

    2 replies

    Employee
    February 18, 2025

    We could be more helpful if you tell us why it does not pertain to you.

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    February 18, 2025

    Yes. After you enter your Form 1099-R reporting a distribution from a pension plan  you will be asked if it is a required minimum distribution (RMD), answer "no" to that question:

     

     

    Later, you will be asked if you took the RMD for 2024 from all of your retirement accounts, you should answer "yes" to that if it is true:

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