@CharlieBarr wrote:
I see there is some similarity, but Where does TurboTax adjust for this? I took a Partial RMD before the law was signed. My broker had already sent the Tax portion to IRS and State. I reinvested the full RMD back into the IRA, but I am looking for where TURBOTax allows me to claim the amount of TAX already paid (per the 1099-R).
I don't see Turbo accepting this or crediting my forms.
The tax withheld in box 4 on your 1099-R is applied to the 1040 line 25b to offset any tax owed or add to your refund.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
