After close to an hour on the phone with the rep, she did not have any answers to my question. I told her I had already looked on our 2023 TT forms and the answer was not there. I had already populated all the 1099R info needed into the 2024 TT, just needed to know what the REQUIRED minimum was or what the formula was to determine that. I could not get a hold of our financial advisor, that is the only reason I wanted someone from TT to help me with my question. She didn't help AT ALL and didn't know the answer or how to get the answer. I finally goggled what the formula was and got my answer the hard way. I don't feel I should have to pay to the TT adviser amount since she was of no help at all and I had to find out on my own.
