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Retirement tax questions
I just entered the data for each of my two IRAs, using the amounts that each of the custodians of the accounts said was the RMD for that account, rather than what I actually took out as stated on their 1099-R. TT determined that I had met the full RMD, which was not the case previously. It also had a couple of new screens asking for additional info and whether I had taken the full amount.
It looks like this problem has been fixed but, as always, YMMV for your situation.
‎February 20, 2025
5:40 AM