I have the same issue as dbiamondmd, peterholmes, and dan_in_MI. I have not seen a reasonable answer or solution to this problem. In the only response from TT (MinhT1, 3 weeks ago) it is stated: " In your case, there is no penalty. You can answer in TurboTax that you have satisfied all RMD requirements."
How can we "answer in Turbo Tax that " we "have satisfied all RMD requirements."?? I had the exact same situation last year (two accounts, one overpaying and the other underpaying but totally covering the total RMD requirement) and Turbo Tax 2023 handled it without issue. What has changed?? What can we do??
