Chigung2
New Member

Retirement tax questions

Dear MaryK1101,

 

I checked TurboTax 2019, and it treated the RMD amount as non-taxable, just as the original author of the question said.  For example, I had $33K taxable amount of traditional IRA roll-over to Roth IRA in 2019, but TurboTax insisted on removing the $13K RMD as non-taxable, and only leaving $20K in as taxable.  I can't change its calculation; and I'd be happy to pay less tax; but will I get into trouble with IRS later,  if it's a software bug in TurboTax?

 

Thanks,

Chigung2