I opened TT today and downloaded the updates when asked. My 1099rs have RMD, Roth Conversion, QCD, and a little extra taxable distribution. All was handled correctly.
I did not delete or reenter the 1099r, but went through the entire question set for the 1099rs. For each 1099 I put in the amount of RMD required for just that account, and the RMD related distribution from this account, even it it was to cover another account The update made my tax go way up due to the previous entries, but as soon as I redid all the questions it came back to where it should be. I did a quick review of all the forms and all was well except two tax due and penalty forms that I had to back out some entries related to apparent tax underpayment when I had RMD penalties due to the TT RMD issue.
It looks like it works correctly now. The process for getting Turbo Tax to correct it was terrible. It seems like they should have a trouble ticket system available to users. At the very least they should have a PUBLIC list of known problems, work arounds if applicable, and projected correction schedule. This was way more stress than it should have been.
