bosh
Returning Member

Multiple IRA RMD and actually distributed total amounts are not properly calculated

I have several 1099-Rs. The  Totals of RMDs and actual distributions are not properly calculated. As a result, form 5329-T was generated with applicable tax due to total RMD wasn't reached (line 52a and 53a). In fact, my total  distribution even higher than total RMD. I found witch 1099-R wasn't included into calculation. It was 1099-R that have RMD smaller than actually distributed amount. Rest of 1099-Rs have revers situation, distributions are smaller than RMDs.

I compare with previous, 2023 TurboTax return. Everything good there. Is it a bug or something changed inn the Tax rules ?