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Retirement tax questions
That’s because Turbo Tax thinks you didn’t take the full RMD from all your accounts. 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 all.
January 27, 2025
1:06 PM