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Retirement tax questions
Due to 2024 TurboTax issues, ( possibly repaired by now ),
to avoid wrongful penalty, for each 1099-R, tell TurboTax that the calculated required amount is -0-.
Report distribution(s) in any year on the tax return for that year.
If TurboTax tells you otherwise or implies otherwise because your first 2024 RMD is due by April 1 2025, that's just wrong.
‎September 30, 2025
12:22 PM