My RMD for 2024 was $407 but turbotax indicates $816 required. Seems like a glitch in the system. Can you help with this problem?

[Buddytax]

Charles Schab 1099R indicates $407 RMD taken. The turbo $816 seems like a duplication but I can't find a way to correct the problem.

[MaryK4]

There was an update to TurboTax which should correct this.  If you are using TurboTax online, you can just logon and the update should be applied.  If you are using the Desktop version, see Manually Update TurboTax for Windows Software.

please post again if it is still incorrect and we can investigate further.  

[jmafisher]

I had the same problem and the software updated itself several times.  If there is a bug then the fix should correct the incorrect calculations.  These updates did not do that, it kept the original error.  If you know there is a bug then check to see if it had an impact on the return, don't just do a "We checked your return and everything was great".  

Eventually, I deleted the origial 1099-R that TT duplicated and downloaded it again and the problem was "fixed", unfortunatly I had already filed the return with the error and TT support said it was my problem.  I guess I need to double check each and every calculation in TT to make sure it's not creating problems.  Nice design.

[fanfare]

"Eventually, I deleted the origial 1099-R that TT duplicated and downloaded it again and the problem was "fixed","

such modifications cause issues if you want to AMEND your tax return.

You must unwind back to the original incorrect tax return.

AMEND must start with the return as originally filed.

That may not be possible because, as you state, TurboTax no longer does it incorrectly.

In that case, prepare Form 1040-X manually and mail it.

----

Always print a copy of your completed tax return for your records, and review it carefully before e-Filing.
You will need it if you are audited by the IRS, to contact the IRS, or to amend if a TurboTax update changes your return or for any other reason,

AND, to find your AGI next year.

@jmafisher 

[jmafisher]

Gosh, I never thought of using the "do you want to amend your tax return" button to amend a return???

I did the amendment and still had to delete the 1099-r and download it again.  Is this something typical of TT help?  People restating the obvious and ignoring the fact that the problem was not fixed.  If it was fixed, it would have been changed as part of the fix or identified when the return information was reviewed.  I consider this sloppy development.  

So to restate the obvious, when you "fix" a problem make sure you fix all the threads and all the places where it impacts a client's tax return.  Don't just fix it for subsequent uploads or entries of 1099-R forms.  If the software caused a problem, then the "fix" should solve the problem, not be just a simple patch.  By the way, I found out about this by reading in the forum where this same issue has happened in the past with TT, so please make sure that all "fixes" are installed in the subsequent releases of the software, which evidently didn't happen hee and so someone had to "fix" the "fix" again.  

Very, very disappointing and TT should be ashamed to put out defective code like this, over and over again.  So, next  year, when you enter your 1099's please make sure to see if they did this update again and then delete them and re-enter the information because TT will not check for this error...