turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes & Forms (2024) on Mar 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

rmaxhimer
New Member

Can I get help on RMD excess accumulation worksheet without additional fee?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Can I get help on RMD excess accumulation worksheet without additional fee?

Did you enter more than 1 1099R?  Turbo Tax changed this year. When it asks about the RMD it is only asking for that one 1099R. You need to enter the amount in box 1 on that 1099R for the RMD, not the total RMD for all. Even if they would add up to more. 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question