program error in calculating additional taxes on RBD distibution

Forum|Forum|5 months ago
February 5, 2026
1 reply
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TurboTax Deluxe Online

Best answer by VolvoGirl

I have another 1099 related to a small monthly pension. It has nothing to do with my IRA. I used the desk top version the last 4 years and never had this problem but was forced to use the online version this year. Fortunately have friend that has H & R Block desk top version and we entered my info and it calculated taxes accurately. If I don't resolve this soon he will file my return as I am due a refund and next year will use their software.

You have to say the pension has a RMD too. Say all of it is the RMD. If you are the age required to take a IRA or 401K RMD it will ask you if a pension is the RMD. Say yes. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD. So for the RMD question put in the same amount as box 1.

DawnC

Level 15

What kind of error message are you seeing?

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user17703225042Author

Level 2

Erroneously calculating $5128 in additional taxes. One of your agents emailed me that there was mistake in software. Said calculations were correct in pro version.

VolvoGirl

Level 15

Did you mean the RMD distribution from a 1099R? Are you getting a penalty for not taking the RMD? What code is in box 7 on the 1099R? After you enter the 1099R say the whole amount of that 1099R is the RMD.