DanaB27
Employee Tax Expert

Retirement tax questions

To clarify, you are using TurboTax Online? 

 

When we are opening tokens they open in TurboTax Desktop and in TurboTax Desktop you get follow-up questions for the inherited Roth IRA. But when I tested it in TurboTax Online I don't get the RMD questions for the inherited Roth IRA. When I recreate the entry of the two Form 1099-Rs in TurboTax Online I do not get a penalty on Form 5329.

 

Can you try one more time to delete the Form 1099-R for the Roth IRA and then go all the way through the retirement income interview.  Then add the Form 1099-R for the Roth IRA again. 

 

If you are still having issues you might need to switch to TurboTax Desktop: How do I switch from TurboTax Online to TurboTax Desktop?

 

@jfschultz 

 

 

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