The 1099-R section went active on 22 January 2026.
I have already made a very accurate total tax/refund due computation using the "Forms" button and Old School 1040's.
I made the required RMD withdrawal from my traditional IRA and paid the tax due at the same time.
When I reach the middle of the new 1099-R input section, it asks "RMD due by Dec. 31, 2025"
It would seem logical the entry would then be compared to the amount I already entered as having withdrawn to make sure I withdrew the RMD or more.
Instead, it immediately shaved $1,500 off the refund I already computed. It makes no sense to me that if the number you enter into the box for the Required Minimum Distribution is LESS than what you actually withdrew, that any change should take place in the computed refund amount.
I won't be filing until this question is resolved. Thank you.
