Just wanted to share an RMD error loop that I had with a cx. Cx had two inherited Retirement accounts were both account distributed RMD to her every November. The software didn't allow one of them the question of whether or not an RMD was taken. It will loop an error for cx to take the RMD during the corrective window an access an error. Here is the fix : Please go thru Federal Review first --> Errors below (1) Did you withdraw RMD during correction box? Let's answer Yes here (need to go back to change after answering #2)
2) Entire gross applied to 12/31/24 RMD: YES
3) #1 error will re-appear. And we need to say NO
After this, it should clear errors away
