I just had my 4th telecon with TT support on this. This time they read me the official INTUIT policy guidance on this issue, and it clearly states that RMDs for multiple accounts must be taken from each account rather than satisfied in total. It turns out they are half right: this is indeed the requirement for 401k and 457 b accounts, but it is NOT true for IRA and 403b account. Currently the TT2024 software does not differentiate between these account types. The agent finally realized that there are two different cases and understands that their software in incorrectly processing the IRA/403b accounts, and she agreed to escalate the problem. I can't believe there aren't many other reports on this, but hopefully they will get it fixed before the filing deadline.
