It looks like Turbo Tax changed the wording regarding the military retirement distribution this year to read:
How much of this distribution applied to your December 31, 2025 RMD?
I don't remember there being a date...only if it was or wasn't an RMD. From what I understand this is a non-qualified plan and that all of it is considered RMD but when I select "the ENTIRE Distribution applied to the December 31, 2025 RMD" or "SOME of this Distribution applied to the December 31, 2025 RMD", TT warns me those should NOT be selected for this distribution. Only when I select "NONE of this applied to the December 31, 2025 distribution" does the warning goes away. I don't want to select the wrong one but I am confused by this.
Please help...I don't understand and don't know which one to select. I'm helping my 77-year old father with his taxes.
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UPDATE: I deleted the whole 1099-R and re-entered it and the question never came back up. Maybe it was an initial error on my part but I've triple checked and so far, so good. If anyone has anything they still want to add for information purposes, I'll take it!
Thank you for updating us on your resolution. If you encounter additional issues with this, please let us know in this thread and we'll be happy to help.
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