I posted earlier about the IRA/RMD problem (Tax on an IRA account taking less than the RMD) that everyone is having an issue with am being one not to give up on finding a quick solution I reached out again to TT via their phone help. I was promptly connected to a gentleman that was able to work the issue with me in real time by using a screen share capability that allowed him to see my tax tax return both in the forms context as well as using the step entry method. Together we we did a step by step analysis of the IRA/RMD distribution problem. He was quick to realize there is a problem. He said he would elevate is issue to the appropriate people.
In the meantime he came up with what appears to be a good work around. Form 5329 deals with this issue. I am not going to give further advise on how to manage this form but notice lines 52a and 53a.
