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Retirement tax questions
I received a call back from support and resolved the issue. The blanks and 0s are not interpreted in the federal review properly causing the application to miscalculate the RMD distribution and taxes entrees.
Resolution-
Review the 1099 R entries in the Wages and Income section. Step through the questions and check amounts entered. The gross amount must be entered on the required distribution page (let's get more information about your RMD) and The entire distribution applied to the December 31, 2024 RMD.
Last step is the Federal Review - the review may produce 1 issue to review which is the RMD worksheet . Carefully enter the amounts on the page to ensure the application calculates the full distribution. If you make a mistake return to the Wages and Income section and step through the wizard again. Then finish with the Federal Review. The worksheet will be presented to make the update.