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MinhT1

If you are sure that you have satisfied all RMD requirements, then in TurboTax, on the form 1099-R for your RMD withdrawal, answer that The entire distribution was an RMD then on the following page, ...

If you are sure that you have satisfied all RMD requirements, then in TurboTax, on the form 1099-R for your RMD withdrawal, answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that IRA account. You don't need to enter anything about your other IRA. By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.

csommer50

collynpeterson

Both entries appear on Review you 1099-Summary page.

moderatetaxfiler

@DoninGA thanks for your reply, it is unclear if Turbotax made an update, i signed out and in. if it is now better because i am in a different section, the left pane has now expanded I am entering ...

@DoninGA thanks for your reply, it is unclear if Turbotax made an update, i signed out and in. if it is now better because i am in a different section, the left pane has now expanded I am entering 1099 MISC and i cant see the AI thing anymore, fingers crossed hopefully that fixes it. i also did have to adjust zoom resolution WIll let you know if its permanently fixed once i go through other sections

JohnB5677

I suggest that you contact Customer Service and explain what you would like to do. How do I contact TurboTax?

pistoltrent06

RobertB4444

How do you know that you successfully filed your tax return with TurboTax? Do you have emails that you received? Is it possible that you used a different email address in 2024 to file your tax retu...

How do you know that you successfully filed your tax return with TurboTax? Do you have emails that you received? Is it possible that you used a different email address in 2024 to file your tax return than the one that you are using now? Can you see the 2024 tax return that you filed?

jimpatgillespie

I have 2 IRAs, but am only taking the RMD from one IRA, that is, I am taking the total required RMD for both IRAs from the first IRA. I know that is legal. My issue is that Turbo Tax software asks if...

I have 2 IRAs, but am only taking the RMD from one IRA, that is, I am taking the total required RMD for both IRAs from the first IRA. I know that is legal. My issue is that Turbo Tax software asks if this is the RMD for the IRA I am entering for and if I have other IRAs. Do I need to enter information for the second IRA, or just proceed with the single IRA that I received the RMD from and answer yes, that is the RMD.

M-MTax

@czimmer501 wrote: It is not fixed the only drop down for Merrill Lynch is Bank of America Merrill Sanity... You don't see what's in the screenshot below? Refresh your browser, restart your p...

@czimmer501 wrote: It is not fixed the only drop down for Merrill Lynch is Bank of America Merrill Sanity... You don't see what's in the screenshot below? Refresh your browser, restart your program, etc.

smacias0211

ralph_fuhr

Is there an error in TurboTax?

RobertB4444

It may have been deposited into your Credit Karma account. That is where refund anticipation loans go and often where the five-day-early refunds are directed. You can check there if it has not appe...

It may have been deposited into your Credit Karma account. That is where refund anticipation loans go and often where the five-day-early refunds are directed. You can check there if it has not appeared in your regular bank account

M-MTax

Merrill is now available for import (if your 1099s are ready). Restart your program and log in; you should see "Merrill" as an import option in the list.

JohnB5677

We may be able to get your 2024 tax return if you used TurboTax Online last year. If you sent this message, you have access to an electronic device. You can load TurboTax for 2025 onto your p...

We may be able to get your 2024 tax return if you used TurboTax Online last year. If you sent this message, you have access to an electronic device. You can load TurboTax for 2025 onto your phone. You will have to use the same ID and password as last year. Go to Tax Home Scroll to Your tax returns & documents Select the year Download the PDF.

xmasbaby0

@Brglasttt To request a refund for a TT product https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US?uid=m6meybc2

user17708235625

Did you get your funds?? My account was unlocked and haven't been able to make a purchase ever since they said its been unlocked. My question is how long did you have to wait?

DoninGA

The state tax return will be included in the PDF download. It is located directly below the federal tax return forms, schedules and worksheets. To access your current or prior year online tax ...

The state tax return will be included in the PDF download. It is located directly below the federal tax return forms, schedules and worksheets. To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF) If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions. Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

M-MTax

It should be resolved (as of yesterday). However, it could be that your 1099-B statements are not yet available in the proper format from Merrill.

user17708235625

Did you get your funds?? My account was unlocked and haven't been able to make a purchase ever since they said its been unlocked. My question is how long did you have to wait?

lmndcn

I can't manually two of my 1099R. What's wrong?

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Re: RMD from multiple IRAs

Does everybody have a IPN number

We both receive pensions from OPM. When I enter the second it deletes the data from the first. Help!

Re: Unable to use the UI, its horrendous

Re: How can I make an appointment

If I have to amend my taxes to add something on, but it will not let me amend because it’s saying it’s unavailable right now. What do I do?

Re: At the screen where it states that I did not successfully e-file my 2024 return with Turbo Ta...

RMD from multiple IRAs

Re: Merrill Lynch does not show up as an option to directly download my 1099

I keep getting the missing spouse signature for the New York State Return. I added our AGI and created a signautre ID I don't know what else to do

Why is my standard deduction just $34,700 when we are seniors and it should be 46,700

Re: We received an email from Intuit Turbo tx stating that our federal tax refund had arrived ear...

Re: Uploading a 1099 from Merrill Edge

Re: i don't have my 2024 tax return copy. ui did it in TurboTax but did not have hard copy .Any t...

Re: How can I get a refund for TurboTax 2025 software charges?

Re: I filed and got a refund advance on my credit karma card but now my account is locked and the...

Re: Can I reprint my completed 2024 PA tax form?

Re: Import from Financial Institution

Re: I filed and got a refund advance on my credit karma card but now my account is locked and there is NO ONE at CK that will help me to unlock it. Its been 8 days!

Can't manually enter 1099R

Do you have a TurboTax Online account?

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