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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
‎April 17, 2020
3:29 PM