turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

thinkcab
New Member

Why do I have a tax on excess accumulation in retirement when my MDs were taken correctly?

Where does the tax on excess accumulations in retirement come from?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Why do I have a tax on excess accumulation in retirement when my MDs were taken correctly?

Due to 2024 TurboTax issues - aka bugs,
     to avoid wrongful penalty, for each 1099-R, tell TurboTax that the calculated required amount is -0-.

 

@thinkcab 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question