I am having a similar problem as earlier users. I cannot find where to properly enter planned withholding from my 2022 RMD that will be reported next year on 1099-R.
I went thru the "Other Tax Situations" screens, including the "W-4 and Estimated Taxes" section listed under "Other Tax Forms". The "Learn More" help boxes mentions "other payments" but I found no screen that addressed RMD withholding.
As a result TurboTax is over estimating what I need to pay in quarterly installments.
PLEASE NOTE: A recent newspaper tax advice article stated that the IRS assumes withholding from an RMD is spread over the year, regardless of when you take the RMD. So, taxpayers can leave the RMD amount invested all year, and ask the IRA administrator to withhold some or all of the RMD for taxes when it is paid later in the year; and the IRS will credit that withheld amount as being spread over all 12 months.
Please show me specifically where I can enter my planned RMD withholding (for December 2022) or add this important feature to the next update. I like TurboTax and if not already there, this feature would be a big help to customers with RMDs.
If not clear, please have an agent contact me to discuss further.
