maglib
Level 10

Retirement tax questions

@Husker4ever  so sorry for your loss.

 

There was a grace period in 2023 so no need to worry.

 

In 2024, enter the amount your received in total and enter that same amount as the required RMD amount and respond yes that the entire RMD was received.

 

If there is any error, there is a current issue that is being resolved by TT.  You can sign up for updates if it impacts you.  https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-income/getting-rmd-distributi...

**I don't work for TT. Just trying to help. All the best.
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I am NOT an expert and you should confirm with a tax expert.