Retirement tax questions

@ermartin 

Did you figure it out yet??

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The difference between the gross and your RMD ($ 4187)  is exactly the same as the difference between your RMD and the amount is says you are short.

 

....without seeing exactly what you've entered, It almost sound like you did not indicate that your RMD amount(s) totaled $236,438 during the entry or editing those 1099-R forms to indicate what the RMD amounts were.

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Edit each IRA 1099-R you have and make sure you answer the follow-up questions about the right RMD amount...and later, that you DID take all your RMDs during 2024.

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...OR....#1)  Delete each IRA 1099-R and re-enter them manually, (DO NOT take a picture or upload a PDF)

 

....OR...#2)  Call Customer Support to see if they can guide you as to the proper answers in the follow-up questions:

How do I contact TurboTax?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*