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Retirement tax questions
But it probably thinks one of the 1099R didn't take enough RMD out. Turbo Tax changed this year. When it asks about the RMD it is only asking for that one 1099R. You need to enter the amount in box 1 on that 1099R for the RMD, not the total RMD for both.
‎January 25, 2025
8:36 AM