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Retirement tax questions
@ceilpie wrote:
I wonder why this was not a problem in the past as that I always put in the amount I actually took for each account. Did the law change this year?
The law didn't change. The RMD questions in TurboTax changed. It used to just ask whether you took your full RMD, yes or no. This year it asks for the amount that you took, but it does not take into consideration that the RMD could be taken from a different IRA. See the long post by dmertz above.
‎January 25, 2025
4:06 PM