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Retirement tax questions
TurboTax developers made a mess of this.
If you satisfied all RMDs correctly and timely, when entering the Forms 1099-R make sure to enter as the required amount, when asked, no more than the gross-distribution amount of the particular Form 1099-R that you are entering. This will prevent TurboTax from inappropriately preparing Form 5329 Part IX.
‎January 10, 2025
1:44 PM
1,889 Views