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Retirement tax questions
Thanks for your assistance. I changed the 1099-R's to reflect the full amount withdrawal was RMD in each instance.
It didn't change the amount due inTurbotax and Form 5329 still shows up. It appears Turbotax is NOT picking up my two1099-R entries & totaling them to equal my 2024 RMD full amount distributed.
‎January 23, 2025
6:47 PM