On 2/18/25 I filed my taxes, not realizing that I had a penalty due to the distribution from one of my IRAs was less than the RMD, although total of all distributions exceeded total of all RMDs. I filed an amended return which resulted in refunding the penalty amount, good. But now the IRS refuses to pay the refund and is requiring me to send corroborating documents for the amended return. They have all the docs I used to complete the two returns, but it looks like I will need to send them these with explanation of this error.
My questions:
- Has anyone had to go through this and how did you settle it?
- Can Turbotax help in any way to resolve this?
Thanks for any suggestions you all may have JaneT
