gxt1
Level 3

Get your taxes done using TurboTax

Thanks @dmertz  it is a bug as expected. You talk about a forms modification for the downloaded version of TurboTax which is what I use. 

Switching to forms view I see TT has that particular 1099-R flagged

With the error being in the RMD Excess Accumulation Worksheet

TT 1099 Error.jpg

 

Getting rid of the 0 for the required RMD amount does not remove the error but if I uncheck the "Other" for the account type, the error goes away which would appear to be the form mod you mentioned. With that done it passes the Federal Review.

No doubt that TT is working on a fix and it doesn't seem like one that would be onerous.TT 1099 Error-1.jpg