- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
scanning the forum you will see that TurboTax 2024 has issues with the questions about RMD causing difficulty.
For simplicity, you can say the distribution was not an RMD.
Use code 7, not 4 and you will not have any inherited IRA quesions.
rollover :: since you don't have a 1099-R for it, it is not reportable
March 5, 2025
7:20 AM