Why is TT showing a "Tax on excess accumulations in retirement account" when the correct distribution was taken?

[rbj40]

I gather this is a known error. I tried clearing my cache, logging out and back in and tried a different browser. No success. Any other suggestions? Thanks.

[DanaB27]

Please review your entries:

1. Click on "Search" on the top right and type “1099-R”
2. Click on “Jump to 1099-R” and enter your 1099-R
3. On the "Required Minimum Distribution" screen enter RMD for this account 
4. On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "The entire distribution applied…"  / or select "Some of this distribution…" and enter the RMD amount (if this distribution includes RMD for other IRA accounts then you included the amount here)
5. On the "Your 1099-R Entries" screen click "Continue"
6. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024. 

If this doesn't solve your issue then please provide more details. Was this from an IRA, 401(k), 403(b)? Do you have more than one account? 

[rbj40]

Thanks. What worked was deleting the 1099-Rs and re-importing them. Appreciate the help.