waynelandry1
Returning Member

Retirement tax questions

Thanks so much!!

 

If you don't mind a followup question.... 

 

I received money back (in Y2024) from the RMD tax distribution from Y2023.  I can't think of any reason I would need to include that on Y2024 taxes.

 

There is, however, a section in "Deductions and Credits" titled "Estimates and Other Taxes Paid"/"Other Income" that has me confused.  It appears to be focused on taxes paid related to extensions, which I don't think applies to this case.  I simply took the RMD in Y2023, withheld 10% and got some of that money back after filing the Y2023 taxes.

 

Am I correct in thinking that the referenced section has nothing to do with the RMD and the 10% withheld?