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Retirement tax questions
TT asks three RMD related questions: 1. the 1099 amount; 2. Is this a full RMD amt, a partial RMD amt; 3. the RMD amount (not necessarily in that order). I have tried all the options I can think of and keep getting the excess tax. As a user I don't know if TT wants the total RMD amount for all my IRA accounts, or the RMD amount for the account from which the withdrawal was made. I have tried all possible combinations and always receive the excess tax. If this isn't a bug, it should certainly be made more clear and have better help info. HELP!!
‎February 3, 2025
1:50 PM