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Retirement tax questions
@dmertz The RMD questions this year are very confusing. I'm testing answering different ways and can't understand the questions. There have been several questions in the forum about this. Can you go though and test them too? The questions are crazy and I can't figure out what amount they want you to enter. Like are the followup RMD questions just for that one 1099R or for your total RMD from all accounts?
Like I entered a 8,000 distribution and said part of it applied to RMD.
Then How much was RMD I put 5,000.
Then next screen asked me again What was the RMD for Sara's account? Is that for only this account or all IRA accounts?
I haven't tried beneficiary IRA (code 4?).
‎January 12, 2025
8:44 AM