dmertz
Level 15

Retirement tax questions

With the CD/download version, just do the workaround a file separate from the one that you use to prepare the tax return that you will actually be filing.

 

The age-72 required beginning date for RMDs is new for 2020.  TurboTax developers tend to implement such changes in steps that result in bizarre behavior until everything is fully implemented rather than planning the changes in a way that produces coherent results upon release.