having same / similar issue - rather frustrated trying to resolve - @DanaB if you have suggestion / solution would be greatly appreciated. "diagnostic" file has been "sent to agent" token # 1302280
I have 2 inherited IRAs (one traditional, one Roth). Had no issues with RMDs/penalties last year. I keep getting assessed penalty (and sometimes the penalty amount changes on repeat attempts).
Have tried the prevous forum suggested solutions including:
deleted prev 1099-R entries
cleared cache and cookies
reloaded 1099-Rs (tried both import from financial institution and upload .pdf of 1099-Rs)
entered the required RMD amount (tried both the correct required RMD amount and zero for required RMD)
checked 'entire' distribution was an RMD
checked 'None.." for missed Required Distribution
----additional
Looking at the Return Forms, Form 5329 Part IX looks incorrect.
