How do we submit IRA company letter to IRS through Turbo Tax indicating they had not taken out the full 2017 RMD amount in error? Company admits it was their mistake.

Wife submitted correct instructions to IRA management company when she turned 70 1/2 in 2016 to take out her RMDs for 2016 and 2017 in the year 2017. However, the company only took out the RMD for 2017. Company admits they made an error and sent her a letter indicating they made a mistake and my wife was not responsible. They also sent her a check for the remaining 2017 RMD in March 2018. How do we report this and submit the proper documentation through Turbo Tax?

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1 Best answer

Intuit Alumni

Jun 6, 2019 8:08:15 AM

Unfortunately, there’s no way to upload documents for you to transmit with an electronically-filed return. If there’s a document you want attached to your return for IRS purposes, you’ll need to print and mail your return, and attach the document to the return.

Intuit Alumni

Jun 6, 2019 8:08:15 AM

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How do we submit IRA company letter to IRS through Turbo Tax indicating they had not taken out the full 2017 RMD amount in error? Company admits it was their mistake.