RMD Excess Accumulation Worksheet. Cannot correct an error that says other should not be checked. I correct it but it doesn't work
I fill the form out correctly by hand and then for some reason the RMD excess accumulation worksheet checks the other block. They see this as an error. I then check No entry but it does not correct
01669
1 Replies
fanfare
Level 15
Mar 29, 2025 6:42:02 PM
to avoid wrongful penalty, for each 1099-R, tell TurboTax that distributed amount is the calculated required amount.