I turned 71 in June 2019; 70 1/2 in mid December. I completed all my RMD by Dec 31. In entering data from payor 1099-R, Turbo Tax asked me for my Cost Basis and Total RMD Balance AS OF December 31 of THIS year. All IRS documentation I can find indicates balances and subsequent RMD is based on PRIOR year (2018). The TurboTax input not only under calculates my total RMD, but also my non-taxable portion as Cost Basis percentages change.
What am I missing? Should I just use my 2018 figures even though I've been asked for 2019?
