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TurboTax not recognizing my RMD entry and says I need a waiver
I have 3 retirement accounts. All three are entered in my in-progress return and represent a total RMD in excess of the minimum RMD for all 3 accounts. However the program says I need a waiver because I did not take the full amount. The related form (5329) only lists 2 of the RMD amounts. The program does not seem to include all the entries made for all three of the accounts.
‎January 23, 2025
6:46 PM