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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
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.
March 8, 2025
11:44 AM