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Retirement tax questions
I see your suggestions, but that doesn't seem to be working for me. I have 2 RMDs and 2 forms. I'm entering the separate RMD amounts for each form. Turbotax is correctly summing my total RMD amount. All my RMDs were taken within the appropriate calendar year. But I took $6K from an account that had an RMD of $20K, so Turbotax is telling me I have to pay taxes on the balance, when my other account/form makes up the difference. Or use that correction window option, which isn't accurate.
‎February 7, 2025
11:41 AM