1099-R (2024) with PJ distribution code - turbotax is telling me to amend 2023. I want to verify why/whether this is needed. in Retirement tax questions
I keep getting asked to correct an error about an annuity that was funded by money already taxed so RMD is not required. How do I get Turbo Tax to stop claiming error when only interest is taxable not the distribution amount. in [Event] Ask the Experts: Tax Law Changes & Forms (2024)
I made all RMD correctly, no shortage, but I get this question, was a corrective distribution made for your IRA accounts? If I chose yes or no, none is correct in Retirement tax questions
I received a 1099 for taxable distributions. Turbotax is treating the income as taxable federally (correct) but exempt for state (incorrect). How can I fix this? in Retirement tax questions