jnstevenson
Returning Member

Retirement tax questions

DavidD66, thanks for that information. I have corrected my thinking now - it seems that TT is OK.

I was confused because TT was taking payments from a retirement plan (which technically is not an IRA) as if it had an RMD. When this was added to my known RMD amounts the result was larger than I expected. I mistakenly thought TT was doing something wrong. Also I saw a message that seemed to say that I should not file before correcting the return. 

It is OK.

Thanks DavidD66