dhgar
Returning Member

Get your taxes done using TurboTax

So here is something strange.   After using the suggested FreeTaxUSA and e-filing (just got an email that my mom's return was accepted), I noticed one difference. TT took my dad's RMD and removed it from Taxable Income (the code for his RMD was #4). FTUSA left it in as Taxable Income; thus changing the AGI number (my dad died March 2019 and his RMD was taken out properly in October 2019).  No difference in taxes owed (or refunded), thank goodness. And, yes, everything was input identically into both tax apps.  I'm not sure which is correct, should a deceased person's RMD be included or not be included in the AGI, since they are still counted when figuring deductions for tax purposes?