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New Member
posted Mar 28, 2025 8:50:40 AM

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

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1 Replies
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.