- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
VolvoGirl,
I have the same problem with the ONLINE VERSION.
I received Only One 1099-R for a distribution that included a RMD, QCD & ROTH Conversion. I have tried every every combination of options & cannot get everything to balance. It seems like TurboTax doesn't include the QCD the RMD calculation. It then tells you you didn't take the total RMD. If you include the QCD in the Total RMD it doesn't allow you to take the total Roth Conversion. Totally frustrated after spending hours trying to solve this problem!!!!
‎February 11, 2025
2:20 PM