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Retirement tax questions
I thought I was doing something wrong but now I’ve learned that TT definitely has a flaw as I have the same issue as described above. I have 3 IRAs and I withdrew less than specified for the first 2 and made up the deficit in the RMD of the 3rd IRA so the total is correct but TT doesn’t want to let me proceed. I’ve read many of the responses and this definitely is a program bug that many have described.
I will try to reach support tomorrow and I will also call Fidelity to notify them of the problem
as they provided the program to customers this year.
February 27, 2025
7:17 PM