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Retirement tax questions
Hi, I have a very similar situation and have a follow on question. I am asked what the total RMD should have been in TurboTax. I have been entering the amount my deceased loved one should have taken. Should I only be be entering my portion of the RMD? (I have the IRA in the same investment from that my relative did and when I login to enter, her 1099R also gets entered into the system, but there is no way to indicate that it is not my IRA).
March 24, 2025
3:26 AM