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Retirement tax questions
@DanH7 - I am in the same situation, missed an RMD for 2024. However, I am not finding the same sequence of questions/results from TT as you described. When I select "No" regarding the disaster distribution, the next step is for me to offer the tool a 1099-R, which I do not have. I am not finding an option for dealing with the missed RMD. Do you recall at what point/step you were able to "enter data" that supported your situation of missing the RMD for 2024? Was this outside of the normal workflow? Thanks,
March 29, 2025
2:14 PM