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February 20, 2025
Question

I did not have a rmd distribution in 2024 but I can't get passed this question

  • February 20, 2025
  • 1 reply
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my 73 birthday was in january 2024 so i did not get a rmd payment for 2024

    1 reply

    February 23, 2025

    If you turned 73 in 2024 then you can take your RMD for 2024 by April 1, 2025. Please note, you will have two RMDs to report next year on your 2025 return, the RMD for 2024 and the RMD for 2025.

     

    At the end of the retirement interview you should be able to select that you didn't fail to take a RMD:

     

    1. Click on the "Search" on the top right and type “1099-R” 
    2. Click on “Jump to 1099-R”
    3. Continue through the questions
    4. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" select "None of these plans failed to withdraw the RMD"
       

    This will let TurboTax know that you didn't need to take an RMD and TurboTax won't fill out Form 5329.

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