@tbs528 wrote:
I answered the 1099R questions in TT and stated the RMD amount that was part of the distribution amount;
TurboTax does not ask what the RMD amount was. You must have misunderstood something or entered something wrong. It's not clear where you might have entered the RMD amount.
In the PDF of your 2021 tax return, with all the worksheets, look at the 1099-R worksheet. Is the taxable amount in box 2a the same as the gross distribution in box 1? If not, look at the actual 1099-R form that you received and see if the amounts in boxes 1 and 2a are the same.
In any case, the IRS is probably right, so you should pay the amount that the IRS says you owe.
It's very unlikely that it was a TurboTax error. It was probably an entry error. If you want to, you can submit a claim under the TurboTax Accurate Calculation Guarantee, but don't be surprised if they tell you that it was a user error.
