JCFABF
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@dmertzthanks for the clarification. I agree that my wife would have to take an RMD from her inherited IRA. The 1099-R indicated that she received a full distri...
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My wife would have had the same situation but the IRA was relatively small and there was no practical way to keep it so she had to liquidate it fully. That is r...
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Thank you both @dmertz and @VolvoGirl for your help. I was able to tell TurboTax that no RMD was necessary for my wife. As suggested, I did look at all the form...
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The 1099 is associated with my wife, not me. The error message clearly indicates her name. My RMD situation is handled properly by TT.
Activity Feed for JCFABF
- Posted Re: age error on Get your taxes done using TurboTax. February 6, 2023 12:31 PM
- Posted Re: age error on Get your taxes done using TurboTax. February 5, 2023 3:16 PM
- Posted Re: age error on Get your taxes done using TurboTax. February 5, 2023 1:10 PM
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- Posted Re: age error on Get your taxes done using TurboTax. February 5, 2023 12:27 PM
- Posted Re: age error on Get your taxes done using TurboTax. February 5, 2023 8:54 AM
- Posted Re: age error on Get your taxes done using TurboTax. February 5, 2023 8:52 AM
- Posted Re: age error on Get your taxes done using TurboTax. February 5, 2023 8:45 AM
- Posted Re: age error on Get your taxes done using TurboTax. February 5, 2023 8:43 AM
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- Posted Re: Issue with 2018 state tax refund tax status on Get your taxes done using TurboTax. February 17, 2020 12:18 PM
- Posted Issue with 2018 state tax refund tax status on Get your taxes done using TurboTax. February 17, 2020 10:31 AM