Srr1
New Member

Retirement tax questions

As of yesterday, TurboTax seems to have fixed this issue. They have changed the questions to be clear that they want the RMD just for the account that each distribution came from. Then, they ask if there were any other accounts with no distributions (and thus no 1099-R) and what the total RMD was for those accounts. I deleted all my previous entries and re-entered them. This time no error message or tax penalty!