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Retirement tax questions
Well, it's still not fixed!!!
TT Premier Desktop
I have 3 IRA accounts.
One I took the whole required minimum distribution.
Second is an Annuity and I took 2x the minimum distribution.
Third I took NO RMD distribution and the Annuity RMD will more than cover this.
SO WHAT DO I DO??
Desktop Premier only gives me a Penalty.
This happens when I go thru the Add another 1099-R after doing the first 2. In previous years I did not report the IRA that I did not take a distribution from (I can't take one due to the nature of the investment).
March 24, 2025
11:39 AM