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Retirement tax questions
I have the exact same issue for 2023. A simple option to assign a date to a distribution should be a no-brainer. For many thousands of retirees, you don't actually owe any tax until you make the distribution so there is no point in paying estimated tax beforehand. This situation isn't always foreseeable either. Having to annualize your income and expenses manually is kind of ridiculous after you have already entered everything minus a few dates. TT has stagnated in this area.
‎February 4, 2024
4:30 PM