I think I see the issue, we don’t have a Pub 590-B for 2024, yet. In your 1099R worksheet for 2024, there is a new section “RMD Excess Accumulation Worksheet." I would guess this is coming from new instructions for 2024, but not yet completed. You are attempting to populate these new fields.
So, are you (we?) waiting for IRS guidance here? If so, I understand the delay.
