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Retirement tax questions
RMD's are the responsibility of the user. All IRA's are considered one as per IRS so regardless that you may have 3 brokers, you are ultimately responsible for calculating that you withdrew in total the correct amounts.
TT does not do this calculation but, the IRS has plenty of worksheets to help
**I don't work for TT. Just trying to help. All the best.
***Say "Thanks" by marking as BEST ANSWER and clicking the thumb icon in a post and that I solved your question
**Mark the post that answers your question by clicking on "Mark as Best Answer" I am NOT an expert and you should confirm with a tax expert.
***Say "Thanks" by marking as BEST ANSWER and clicking the thumb icon in a post and that I solved your question
**Mark the post that answers your question by clicking on "Mark as Best Answer" I am NOT an expert and you should confirm with a tax expert.
‎February 10, 2025
10:56 PM