krushkat
New Member

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.