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Retirement tax questions
You might need to edit each 1099-R, and answer all the follow-up questions about the RMD amounts again.
They added a bunch of new questions that are supposed to clarify the situation for a ton of folks where it mis-reports the RMD amounts. Do it even if yours was OK before the update.
Once you go thru each 1099-R, then "Continue" thru the interview to work back to the main menu...there's at least one more new question that asks if you took all the required RMDs for the year.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 20, 2025
2:21 PM