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April 7, 2025
Question

Two 1099Rs

  • April 7, 2025
  • 1 reply
  • 0 views

I have two 1099Rs -- one is for the regular periodic distributions, the other is for the RMD. TurboTax asks what the RMD is for each, as if they were separate accounts. Do I enter the amount twice, or enter it on the 1099R coving the regular/periodic distributions and enter '0' on the RMD 1099R distribution?

    1 reply

    Employee
    April 7, 2025

    Enter each separately and for each say the entire amount is RMD.