I went back and stated that neither my wife or myself did not take any RMD from our IRAs. It did not do anything to change the tax to be refunded - $5,584.
What do I do next? When I log into TT, I get the message that my Federal (and State) has been rejected. It states that my new refund should be $5,071.
It seems that the our Form 8606s are incorrect. On line 7 they show the total of the RMDs that we 'could' have taken. $22,068 and $31,604 However, we only took about 1/3 of that amount. And those are the amounts that show when I review my IRA, 401(k), Pension Plan Withdrawals (1099-R) . The values are $7,047.32 and $9,005.45.
So who is going to correct 8606 forms? TurboTax who made the mistake or me?
