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Retirement tax questions
I have this same problem. No matter how I enter the RMD related questions, TT generates the excess tax. I am working with support to resolve this, but have received no answer yet. This is definitely a bug,. On the excess tax form/worksheet, TT only reflects one of my two withdrawals (the one that is less than my RMD for that account).
‎January 31, 2025
1:08 PM