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Retirement tax questions
Understood. But still agree that the note is confusing as "other accounts" too general. One might not have 401(k) or similar but another IRA where withdrawal from wasn't made.
I still would like to see your reply to this question of mine:
"
So, I should ignore this, not always applicable, and, therefore, confusing statement in the TT:
"Note: Do not include the RMD for other retirement accounts you may have. RMDs for other accounts should be entered separately. "
and to input my aggregated RMD amount, i.e., based on the total balance of my IRAs at the end of 2024?
Thank you.
March 23, 2026
10:27 AM