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Employee
March 23, 2025
Question

RMD Due 122/31/2024

  • March 23, 2025
  • 1 reply
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So, if money was taken out that is the amount of RMD that would be needed, does an amount (equivalent to what was taken out) go in this box? Or is it zero as the right amount was already taken out?

 

    1 reply

    March 23, 2025

    Are you referring to the screen Let's get more information about your Required Minimum Distribution (RMD)?

     

    If so, report the amount of the RMD at this screen.

     

     

    At the screen How much of this distribution applied to your December 31, 2024 RMD?, you report whether you have met the RMD requirement for this pension.

     

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