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Retirement tax questions
I agree. I am not using TT next year because of this flagrant error and I have used it since the mid 90s. I think I am just going to enter 0 on each 1099-R when it asks what the required RMD is. If you are sure you took enough out on a combined basis (and if none of your -R accounts are 403(b) annuities) you should be OK. Let the IRS figure the RMD since TT hasn't gone to the trouble of providing a RMD summary form OR of asking if any of the accounts in question are 403(b) accounts.
‎February 7, 2025
7:20 AM
2,998 Views