RMD Error in 2024 Turbotax Premier - IRS refuses to refund penaty created by this issue

[jmtamol2]

On 2/18/25 I filed my taxes, not realizing that I had a penalty due to the distribution from one of my IRAs was less than the RMD, although total of all distributions exceeded total of all RMDs.  I filed an amended return which resulted in refunding the penalty amount, good.  But now the IRS refuses to pay the refund and is requiring me to send corroborating documents for the amended return.  They have all the docs I used to complete the two returns, but it looks like I will need to send them these with explanation of this error.

My questions: 

 - Has anyone had to go through this and how did you settle it?

 - Can Turbotax help in any way to resolve this?

Thanks for any suggestions you all may have JaneT

[Bsch4477]

Follow the instructions from the IRS. 

[fanfare · Accepted solution]

Did you fail to attach the "Explanation Statement" showing that 2024 TurboTax had/still has issues resulting in wrongful penalties. ?

Include dates and amounts of distributions. attach copies of 1099-R.

Include Dec statements showing year-end balance in all IRA accounts allowing IRS to calculate your RMD.

Showing your own arithmetic for this calculation would be helpful.

@jmtamol2 

[jmtamol2]

Thanks, I didn't know I had to include documents with my amended return.  I followed your advice and will mail the packet with details to IRS tomorrow.  Once this is resolved I will follow up with comments on the results.