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Retirement tax questions
Yeah, they messed up those questions for 2024 in the software.
When it asks for what the RMD amount was supposed to be, just indicate the same amount was the RMD...but don't enter the cents, just enter the flat $$ amount before the cents mark (truncate the cents....don't round up if 50cents or higher)
That probably works until they get the questions re-figured to be less confusing.
It's been a real mess for folks with multiple IRA accounts.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 5, 2025
1:14 PM