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Retirement tax questions
This does not work.
1. On the page “Let’s get more information about your RMD”, I enter the amount that’s was due by December 31 2025. I withdrew more, but I answer what was due, not what I withdrew in total
2. On the next page I check that the Entire Distribution applied to the Dec 31, 2025 RMD
After that there is no other page. It returns me to the list of 1099-R’s I’m working through
I also entered the same data as entered in TT in the AARP tax calculator, and I get no penalty. In TT It shows me paying a penalty.
I am really stumped.
February 11, 2026
2:21 PM