22 January 2026 - The input section for Form 1099R has gone active. The information that I had previously entered using the "Forms" radio button transferred. HOWEVER, there may be a problem when entering the required RMD box.
There is a question that asks what your required RMD was for that account. The logical reason for that question would be to compare the required amount you enter to what you actually withdrew to make sure you met the minimum amount required by the RMD table.
I had withdrawn more than the required amount AND paid the estimated tax due at time of withdrawal. However, when I entered the required minimum amount, it immediately shaved $1,500 off my refund.
I had already computed my required taxes using the Old School 1040 forms method so this instant $1,500 hit appears very much to be an error in the newly opened 1099R section.
If I enter zero into the question, the refund remains as originally computed using the Form 1040. However, zero dollars, $0.00 is NOT the minimum I was required to withdraw by 31 December 2025.
Thanks
