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Retirement tax questions
Please clarify: "...just mark that the RMD was taken on each form...".
All entries on two IRA input screens seem correct, with RMD amounts and withdrawal amounts entered. Yet the F5329 only picks up one account - that which had less than the RMD withdrawn and does not add in the other IRA which had more than enough withdrawn to satisfy the total RMD.
What worksheet adds multiple IRAs/RMDs together?
Does the F5329 need fixing by TT?
‎January 30, 2025
3:41 PM
6,545 Views