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Retirement tax questions
Thank you. I did select that "None of these plans failed to withdraw the RMD." However, Intuit's next screens suggested they didn't understand my "no" answer, and prompted me to fill in a waiver form to avoid penalties for NOT taking my RMD.
I deleted the 1099-R and re-entered manually, which seems to have corrected the issue. It was a very confusing loop.
March 3, 2025
12:53 PM