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Get your taxes done using TurboTax
It appears you hit the nail square on the head. I was creating an early "test" return and do not have the actual 2023 1099 yet. I manually entered the amounts of our RMD and when I went back to look, the form created by Turbo had $0 entered in box 2a. I deleted that entry and then went back through the walk-through process. The request for information concerning excess withdrawal I was getting did not reappear. THANK YOU VERY MUCH. You know Turbo Tax very well. I'll be sure to watch this closely when I prepare my actual 2023 return.
‎December 29, 2023
4:00 PM