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H
hughes-don
January 31, 2025
Question

I took the full RMD on time, but TurboTax is asking if I took it during the "correction window" or not. How do I enter the RMD details?

  • January 31, 2025
  • 1 reply
  • 0 views
How do I enter the RMD details?

    1 reply

    J
    JotikaT2
    February 7, 2025

    As you enter your information from your 1099-R form, TurboTax will ask you questions about the required minimum distributions (RMD).

     

    Follow the instructions here to enter your 1099-R into your tax return.  

     

    You will then be prompted to enter your RMD information received during the year on the screen titled "About This Retirement Account".

     

     

     

    There will be another screen titled "Let's get more information about xx Required Minimum Distribution" which will confirm the amount of your RMD.  You will need to enter the amount on this screen as well.

     

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