wja
Level 3

Retirement tax questions

Sounds right.  The 2023 version did not ask for the RMD.  This may be a new requirement from the IRS.  Anyway, someone at TT overlooked this new entry and it has caused the TT software to not properly calculate the aggregate of distributions.  Poor quality control on the part of Intuit.  It has caused lots of pain for TT customers.  Strictly my opinion.

2/16/25