"...request a return of the excess amount..."Does that mean the "return" will go back into the IRA that it originally came from?The conversion in my case was si...
I ended up just lying to TurboTax about what the required RMD was by giving it a value lower than the actual required amount. That makes it happy. It won't matt...
Okay no, I didn't get a 1099-R for those accounts. Sorry, I misspoke. I should have said forms 5498 which list RMDs required for the next year. I guess that's t...
Seriously? Turbo Tax doesn't give me much choice about updating. If there are updates available, it automatically updates whenever I start it. So look a little ...
