I can't figure out how to to add a Form 5329 to my filing. The AI help is worse than useless, as it proposes using parts of the UI that don't exist. in Retirement tax questions
I took my first RMD in 2020 even though it was not due until April 1, 2026. How do I report that on 2025 tax reurn? in Retirement tax questions
I am alleged to have failed to withdraw sufficient RMD funds, however I have not received any list of which fund, is there a way to determine this? in Retirement tax questions
This is my ninth year of doing RMDs. I imported the RMD 1099R. The program asked what was the RMD amount I owed. Later it asked if the full amount of the 1099r was an RMD. IMO this is a logic bust. I've never been asked to enter my RMD amount in Retirement tax questions