DanaB27
Expert Alumni

Retirement tax questions

If you are using TurboTax Desktop please make sure you have updated the software.

 

It sometimes helps to delete and reenter the Form 1099-R and then go through the RMD questions again.

 

To confirm you took your full RMD for 2024 from the IRA? Please see Can an account owner just take a RMD from one account for additional information.

 

@Tmc-Njc 

 

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