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Retirement tax questions
Hi MaryK4,
Yes, I answered the interview as you described and the RMD Excess Accumulation Worksheet D did have IRA checked.
The problem was that when the program checked my return for errors prior to filing, it was requiring that I fill out the RMD Excess Accumulation Worksheet A (Required RMD amount). When I entered this number, the program was then requiring me to answer the question immediately above the RMD Excess Accumulation Worksheet which asked "If this is a distribution from a traditional IRA or qualified retirement plan, and ....". The problem is that the distribution was from an inherited Roth IRA, so the question does not apply and I was stuck - the program was making me answer a question that did not apply. Without answering it, I could not file my taxes. In any event, I ended up putting a 0 in the RMD Excess Accumulation Worksheet A (Required RMD amount) even though I did have an RMD. I know my RMD was correct, but by putting a zero in that field, the worksheet ignored the questions about RMD. It did not affect my bottom line taxes. Maybe subsequent TurboTax updates addressed this issue - I do not know.