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February 9, 2025
Question

Why is TurboTax not recognizing that I met the RMD when two accounts withdrawals are combined?

  • February 9, 2025
  • 1 reply
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    1 reply

    VolvoGirl
    Employee
    February 9, 2025

    Turbo Tax changed this year. When it asks about the RMD it is only asking for that one 1099R. You need to enter the amount in box 1 on that single 1099R for the RMD, not the total RMD for all. Even if they would add up to more or less. And maybe try leaving the cents off both the 1099R and the RMD questions.

     

    See Expert MinhT1 answer here,
    https://ttlc.intuit.com/community/retirement/discussion/re-rmd/01/3470594#M232373