- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
RMD Not Adding Up
I am using TT Premier. I have two 1099R's one is an IRA and the other is an annuity. My IRA is under drawn and the annuity is overdrawn, however TT insists that I have to pay tax on the underdrawn IRA and the overdrawn annuity does not show on my Form 5329 no matter what I do. Both 1099R appear exactly the same on entries except for values, I have removed them and re-entered with no change. I cannot get the annuity to show up.
‎February 17, 2025
11:07 AM