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New Member
posted Mar 4, 2025 12:49:28 PM

How can I get Turbo Tax to correct an error?

TT treats retirement annuity as requiring MRDs. I does not. Making look I didn't take the MRD. Way overstating the tax liability.

0 2 342
2 Replies
Level 15
Mar 4, 2025 1:11:48 PM

The total pension income you received during the year and shown in box 1 of the Form 1099-R is the RMD.

Expert Alumni
Mar 4, 2025 1:32:25 PM

You need to revisit your pension distribution entries and when asked if the distribution was a required minimum distribution (RMD) either answer "no" or when asked if it was equal to the RMD for the year, answer "yes". This is assuming you received your RMD for the year if applicable to you.