I am using TTax Deluxe Windows.
Same issue as last year (?), which I thought had been fixed for 2024 taxes (?).
This may be a little bit different though.
I have several IRA's. One of them, call it A, was moved by my financial advisor to a different settlement company, call it B, during 2025. I took RMD from both A and B during 2025.
So, B had no RMD required for 2025 because there was no B in 2024.
TTax calculated a form 5329 penalty, ignoring the RMD I took from B during 2025.
Workaround: I said B had an RMD of $1, and A had an RMD $1 less than it really did.
This version generated NO penalty. I do not want to file it this way.
