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rei4brad
New Member

I got refund check because TurboTax calculated RMD by account while I calculated on the aggregate. TurboTax made me pay additional tax on the RMD, which was not needed.

Form 5329 TurboTax generated was incorrect. RMD should be calculated based on the aggregate amount rather than by account.
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last updated ‎June 09, 2025 7:14 PM
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