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Retirement tax questions
I also have encountered a similar issue with an RMD penalty for a satisfied 2024 RMD.
I am using TurboTax Deluxe as a Desktop application. The 1099-R for Vanguard includes Box 7 Codes for G and 7. The Vanguard account was a 401K that was rolled over to a Traditional IRA. The RMD was taken in full as a distribution before the rollover (6/2024) and the end of the year.
I have reviewed many of the Community Q&As but have not seen a comparable case with a working solution.
My token number is 4125639-77311314
Appreciate your assistance to help resolve this problem.
‎April 10, 2025
12:56 PM