mnkms
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@AmyCThank you Amy. I had tried this before but was concerned about the "double pension" and therefore was concerned about the discrepancy. But you have confirm...
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@AmyCThank you Amy. I do understand what you have done. Here are a few more details. One decedent's IRA was split 50/50 with 2 beneficiaries. Each beneficiary n...
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@AmyCThank you AmyToken number is 1096971
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@AmyC Correct. But in your example if an RMD for one beneficiary is greater than $10,000 Turbo Tax does not reflect the correct exclusion of $10,000.
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I have the same question as @taxitrul.
Activity Feed for mnkms
- Cheered Re: No Turbo Tax doesn't have that functionality. But that s... for CarissaM. March 18, 2023 11:33 AM
- Posted Re: Question about NYS pension and annuity income exclusion on State tax filing. March 15, 2023 9:11 AM
- Posted Re: Question about NYS pension and annuity income exclusion on State tax filing. March 14, 2023 4:43 PM
- Posted Re: Question about NYS pension and annuity income exclusion on State tax filing. March 14, 2023 2:38 PM
- Posted Re: Question about NYS pension and annuity income exclusion on State tax filing. March 14, 2023 12:39 PM
- Posted Re: Question about NYS pension and annuity income exclusion on State tax filing. March 14, 2023 11:58 AM
- Posted Re: Question about NYS pension and annuity income exclusion on State tax filing. March 14, 2023 11:53 AM
- Cheered Re: Is there a link to TurboTax 2019 release notes? for ogk3. March 20, 2020 1:29 PM
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