I have 4 traditional IRA accounts in my IRA, the first and second accounts withdrew nearly double their stated RMD amounts, the third account withdrew its total RMD and the fourth account withdrew only about half of its RMD. No problems were seen when I entered the numbers for the first three accounts in their worksheets, which collectively covered my entire RMD requirements for all four accounts by almost double. However, when I entered the total RMD amount and the withdrawal amount in the fourth account I was shown nowhere to declare that the underpayment of RMD for that account was already covered by the other accounts to satisfy my total aggregate RMD for my IRA. What I did see was creation of a Schedule 2 and a Form 5329-T for "Additional Tax on Retirement Distributions".
Can I expect to see this problem resolved in January when the IRA and Pension Distributions module is released for filing?
