Then I would go back and check your birthdate under My Info or Personal info. Are you married? Is your spouse younger than 59 1/2?
There are a couple bugs with 1099R. Mainly about the RMD. Do you need to take the RMD? Could be this…..
Tax on excess accumulations. 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.
