atte
Returning Member

Retirement tax questions

The problem is that TurboTax is including my entire RMD distribution from the inherited IRA ($15,000) in the Federal amount column on line 28, even though I put down that I'm beneficiary of only 50% of the inherited IRA.  According to the Line 28 instructions, that should be limited to $10,000 (50% of $20,000).  Is this a bug in TurboTax?  I don't see how $15,000 is the correct amount according to the instructions.