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New Member
posted Feb 21, 2026 12:56:27 PM

how does turbotax calculate my rmd

turbotax says i have excess accumulation in my retirement account but I took the full amount advised

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1 Replies
Level 15
Feb 21, 2026 1:09:03 PM

TurboTax does not calculate.

You tell TurboTax the amount of RMD expected and distributed.

If 2025 is your first RMD year, the expected amount is zero.

 

@Griffermeow