I went back and edited the 1099 entries. I had taken two RMD withdraws from the same account a month apart.
The two withdraws equaled the total required RMD amount for 2024. Going thru the follow up questions after entering the financial info, a new question appeared, "A corrective distribution of the shortfall amount was made within the window". Providing a "YES" response to this question corrected my problem.
Interesting fact: When I was initially trying different things to fix my issue, when I included my two RMD
withdraws as single entry, totaled both federal & state from both withdraws, my federal tax due changed to me getting a refund. In the test the total RMD value was the same in both situations.
Wonder why the results were different.......
