lesmikesell
Level 2
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I got mine to work by re-entering the RMD amounts but I couldn't claim that the whole 1099-R was an RMD because one of them had a QCD and some was a Roth Conver...
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Thanks, there was a digit missing from the account number in the form view - my eyes aren't that great anymore... I'll follow the directions in the letter to pa...
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You have to review the 1099-Rs and re-enter the RMD amounts after turbotax installs the 3/2 or later updates.
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I would prefer it to just ask if you need it to help with determining if you completed your RMD for the year before presenting any of that stuff. I don't think ...
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Does any of that map into anything on a form that gets filed? I didn't think it even related to taxes as long as you withdraw at least the needed RMD amount and...
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- Posted Re: Can I determine why Turbo Tax thinks I did not take out my RMD? on Retirement tax questions. February 25, 2025 11:07 AM
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- Posted How to correct history of old Roth contributions in TurboTax Deluxe on Get your taxes done using TurboTax. March 8, 2020 10:20 AM