Retirement tax questions

The update worked for me as well. I had five IRA accounts, four from which I took distributions. In some I took more than required, in others, less. In total, I took a bit more than required. I did enter the information that there was no distribution taken from one of the IRAs that had an RMD. A form 5329 was generated, however, no penalty or tax due is shown. It shows that my total distributions were more than required.

I guess the many calls that we made finally paid off. It took way too long for the fix to be made. Hopefully, next year, we won't have this problem.

Good luck to all of you who are still having issues.