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Retirement tax questions
The recommended procedure appears to not work. My issue is that one IRA account was split into two 1099-R's, one for one state, and one for another state. For each 1099-R entry TurboTax asks for the RMD. Typing in the actual RMD for the account for both 1099-R forms results in TurboTax thinking that the RMD was twice as large. It treats the two 1099-R's as if they are completely separate, which they're not.
‎April 10, 2025
1:39 PM