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Retirement tax questions
I just ran through my return again on February 13 and found that they have still not fixed the bug!! Further more, I see no evidence that they even recognize the bug! I gave up on TT correcting the problem. TT still only includes one of my 1099-R's on form 5329-T. If you follow the TT process and check either box, you will overpay your taxes.
I fixed this by manually addiing up my RMD's and Distributions from the four 1099-R's and entering the totals on form 5329-T. Override line 52a with the total RMD and line 53a with the total Distributions. You can't trust TT to do this form correctly!
‎February 13, 2025
3:21 PM