topic Re: What do I do when turbo tax says I am older than I am? My birthdate is correct in the "my info" pages but on another page about RMD they are acting like I am a year older in Retirement tax questions

What do I do when turbo tax says I am older than I am? My birthdate is correct in the "my info" pages but on another page about RMD they are acting like I am a year older

daraphael2 — Tue, 03 Feb 2026 06:03:02 GMT

How do I address this software error?

Re: What do I do when turbo tax says I am older than I am? My birthdate is correct in the "my info" pages but on another page about RMD they are acting like I am a year older

VolvoGirl — Mon, 20 Jan 2025 05:40:22 GMT

How old are you? When is your birthday? If you turned 72 in 2024 you need to take the RMD. No one else has reported t his. If there was a problem there would be lots of posts.

Re: What do I do when turbo tax says I am older than I am? My birthdate is correct in the "my info" pages but on another page about RMD they are acting like I am a year older

VolvoGirl — Mon, 20 Jan 2025 05:48:02 GMT

Or did you inherit the account? What code is in 1099R box 7 ?

Here are the RMD rules from IRS Pub 590B…….
Your required beginning date. The date you must begin receiving RMDs is determined by the date you reach age 72. See the following to determine your applicable required beginning date.

Age 72 after December 31, 2022. If you reach age 72 after December 31, 2022, you must begin receiving required minimum distributions by April 1 of the year following the year you reach the age 73.

Age 72 in tax years 2020, 2021, or 2022. If you were born after June 30, 1949, you must begin receiving required minimum distributions by April 1 of the year following the year you reach age 72.

Age 70 ½ for tax years 2019 or earlier. If you were born before July 1, 1949, you were required to begin receiving required minimum distributions by April 1 of the year following the year you reach age 70 ½.