- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I have this issue. I have tried importing and manually entering the RMD information from Vanguard. I have received the full RMD distribution and answered the questions - No I did not have any nondeductible IRA contributions, birth year of the deceased, entered the amount of the RMD due on December 31, 2024 as the same in box 1 gross distribution. Lastly chose the box with The entire distribution applied to the December 31, 2024 RMD. Chose Continue on the summary information for 1099-R ; Chose No to repayments of prior year disaster distributions in 2024. Chose None of these plans failed to withdraw the RMD on the did you miss a required distribution from any retirement account page.
This produces "Requesting a waiver for _your name_____ Required Minimum Distribution (RMD)" for a penalty based on the amount not distributed in 2024.
There is not a undistributed amount. I can't get this resolved no matter what I do.