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Retirement tax questions
To Danab27:
On step 6 for the desktop solution to The RMD problem:
TurboTax asks " Did you miss a required distribution from ANY Retirement account"
I did not " miss it " I chose to take the required RMD distributions from the other three IRA accounts that I have.
So should I not report to TURBOTax the RMD which I have no 1099 for ???
You also state that I should check the box "none of these plans failed to withdraw the RMD.
If I put in the RMD for this IRA that I withdrew no funds from, TurboTax issues a 5329T with no
penalty , but fills in the missing rmd amount, although the distribution total that it indicates is correct
for my RMD IRS requirement.
To me this is still not working correctly
Thank You for your support.
‎February 24, 2025
10:16 PM