dmertz
Level 15

Retirement tax questions

Beginning with 2024 TurboTax, TurboTax requires you to enter the amount of RMD required for the TSP, so, because your spouse is more than 10-years younger and is the sole beneficiary of your TSP, simply enter the correct amount that you determine based on the Joint and Last Survivor Life Expectancy Table, not the amount that the TSP determined using the Uniform Lifetime Table, no explanation required.  Amounts distributed beyond the actual amount required are not RMD and are eligible for rollover.

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