in Education
I received only one 1099R this year for an RMD that represents the amount for two accounts. I can't seem to get by with this based on the Turbo Tax questions. It should ask if the 1099R represents multiple accounts (with their specific RMD amounts added together). I'm stuck at the question of "whether a required distribution was missed from a retirement account." NO, actually it was not missed. The two separate RMD totals have been included. How am I to get around this within Turbo Tax?
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If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to give us the state)
TurboTax Online:
Open your return -Go to the menu panel on the left side of your return and select Tax Tools.
TurboTax Desktop:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.
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