Mid 2022 I transferred my IRA to another broker. My first broker stated by RMD for 2022 was $9,283.43 and they distributed $6,173.36. My second broker distributed $12,600 from my IRA. I entered both in TurboTax specifying $3,110.07 of the $12,600 distributed was RMD. Got error in Form 539-T Waiver on Tax line. Lines 52 and 53 Minimum Required and Actually Distributed only shows the amount from first broker ($6,173.36) and not the entire $9,283.43 amount causing a error. Is this a TurboTax error? If not, how do I correct?
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Say that both distributions were RMD’s.
Sorry , that was Form 5329-T Part IX. When I removed reporting both broker accounts from I TurboTax return, it still showed $3,110 in box "A" under line 53. Ouch!
They are both set up as RMDs.
These entries on Form 5329 are ones that you made. Since you completed your RMD, just deleted the Form 5329.
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