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Retirement tax questions
I have a similar problem. I have two SEP-IRAs at separate companies with RMN requirements. One is at a large investment firm, the other at a small bank. Last year I over exceeded the RMN for the large SEP-IRA to cover the smaller one and was able to file that on my 1040. I donated most but not of the RMN to charity. This year I am stuck because TurboTax desktop offers no way to report that this covered the smaller RMN as well.
‎February 9, 2025
7:07 PM