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Retirement tax questions
Hi - thanks! I would *love* to tell TurboTax this, but I cannot find any place to do so. I've worked through all the follow-up questions, and I've deleted and re-entered the 1099-R. There is one screen where it asks whether I've failed to take my RMD from any accounts, and I say "None of these plans failed to withdraw the RMD," and then on the next screen it says I have a penalty "based on the amount not distributed in 2024." I'm utterly baffled.
‎April 5, 2025
5:36 AM