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Retirement tax questions
Did you enter more than one 1099R? Were any of them for the RMD? There is a problem with that. Turbo Tax might think you didn't take enough RMD from your accounts. Turbo Tax changed this year. When it asks about the RMD it is only asking for that one 1099R. You need to enter the amount in box 1 on that single 1099R for the RMD, not the total RMD for all. Even if they would add up to more or less. And maybe try leaving the cents off both the 1099R and the RMD questions.
‎February 11, 2025
8:39 AM