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March 16, 2025
Question

We are getting stopped from filing on RMD Excess Accumulation Worksheet. Will not allow us to check "no Entry"

  • March 16, 2025
  • 1 reply
  • 0 views
where is the rmd worksheet

    1 reply

    March 23, 2025

    You should delete the 1099-R and re-enter it. When asked if 'any or all of this distribution if RMD' indicate Yes.  For the RMD amount, if you don't know the amount, you can enter an amount equal to or less than the distribution, depending on the Code(s) in Box 7.  You may have Form 5498 reporting the amount. 

     

    This will remove the RMD Excess Accumulation Worksheet from your return. 

     

    Neither the IRS or TurboTax know what your RMD should be.  The IRS expects you and/or your plan administrator to handle this properly.  You can take your RMD from one or from several accounts.  Here's more info on IRS Requirements for RMD's

     

    If you're using TurboTax Online, clear your Cache and Cookies first.  If you're using TurboTax Desktop, make sure your program is updated by using the Online link at the top, and Check for Updates.

     

     

     

     

    @bluedog_49