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Form 5329 Part IX calculation discrepancy
Product: TurboTax Premier - Desktop
Version: 025.000.0279
Form 5329 Part IX shows an "Undistributed RMD" of $1.00. The distribution amount is $xx944.40 from the 1099-R. The Form 5329 shows and RMD amount $xx945.00. Appears to be a rounding error somewhere. If I change the Wage and Income section to show $xx945 for the 1099-R the problem goes away
March 16, 2026
10:44 AM