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Retirement tax questions
I think the problem is in the Turbo Tax program. It may have to do with answering one of these three questions:
Did you take the full RMD?
Did you take a partial RMD? (if so we'll try to help you avoid a penalty)
Were you required to take an RMD?
I said "no" to the last question since no one was required to take an RMD per the CARES Act.
May 9, 2021
3:37 PM