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sjsdenton
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RMD Excess Accumulation Worksheet

In Form view - "A" asks for Required RMD Amount which I can enter and change. However, "B" asks for Amount distributed in 2024. That number is the same as "A" and cannot be changed. The issue is I took out MORE than the RMD amount since I had other IRA's that distributed less than required. All total I took out far more than I was required yet I am showing a penalty of $258 due to a lesser distribution - which is wrong!!

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