I am still getting a form 8329t. I have four IRA accounts. I receive letters from the financial institutions indicating what the RMD is for each account. I total these amounts and withdraw the correct amount out of three of the IRAs to meet the rmd requirement. One IRA I don't touch at all because it is getting 5.5%.
When I went through the income for 1099's Turbotax asked me if there was an IRA that I did not withdraw a rmd and then asked what that RMD was. It showed a total before I entered this which indicates to me it still did not total the 1099s correctly. When I entered this rmd for the account which I took no funds for,, Turbotax review indicated everything was fine. Yet I get this 8329T form .
I have checked the generated 1040SR , I have checked the TurboTax 1099 worksheet and it is correct. As far as what I withdrew for RMD distributions.
I am somewhat cautious about filing this Tax Return.
Does H & R Block having these problems ?
