DanaB27
when I finished through step 4 and returned to the 1099-R entries page and clicked continue the questions I am asked are:
did you take any disaster distributions in any prior year… and I click no. Then I click the continue button And I am asked “any no deductible contributions to your IRA?" I click no and then click the continue button.
Then it asks me if I ”received social security or railroad retirement benefits in 2024” and I click yes.
i click continue and it asks me” tell us about the benefits you received” I clicked the soc sec box and clicked continue. Then I completed the ss boxes information and clicked continue. The next slide asks if I am living abroad in any countries I clicked no. The next slide asks if I received any lump sum payments I clicked no and then continue. The next slide asks about Canadian retirement plans and fund I clicked no and then Continue. Then I am taken back to the “your 2024 income salary slide.
I am not asked any questions as stated above in steps 5 and on.
When I clicked the 5329 form to view it, it shows the RMD amount for the 1099-R and the total RMD for both accounts.
Why don’t I have the slides and questions you are stating and how do I know if it was done correctly then?
Is there someone I can talk to at TT to help me with this? What number do I call? How do I proceed, this is becoming very frustrating.
I updated the desktop TT by clicking on my saved return. It said it was updating and it would take three minutes. It was dated 2-19. I did that yesterday and again there was another update today dated 2-27.
Am I supposed to manually update using the link you sent me and if I do that should I delete my past saved return and start all over again?
OR should I not manually update anything, just delete my past saved return and start all over again?
Who can I speak to about this?
How do I know when I look at form 5329T if I am going to be charged a penalty or not? Where would it state that on the form?
Whether I input that the RMD was only part of the distribution or the entire distribution was an RMD I still cannot get past step 4. There are no other steps for me per your directions. I do not get "did you miss a required distribution from any retirement accounts", or "total RMD for all other IRA's" screen.
Thank you!
