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Level 3
posted Jan 18, 2025 10:42:29 AM

TT 2024 and RMD application

I have been withdrawing from 2 pensions, one since 2000 and the other since 2010. They are both qualified.

I am age 79 (For all but a few days of 2024) and TT keeps telling me I need to review my RMD.

I have received monthly payments on a regular basis since withdrawals begin.

I don't see why RMD, in my situation, is even a concern for the software. I answer all the questions, but it never stops telling me I need to review my RMD information. There is nothing on this year's, or previous years 1099, about RMD.

The federal review tells me I need to review and fix. So, is this a glitch in TT or am I missing something.

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1 Replies
Level 15
Jan 18, 2025 10:47:13 AM

Where asked for the amount of the pension distribution that was an RMD enter the entire amount.  That would be for each pension distribution.