billjans
Level 3
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I had the same situation (all the RMD and more for both Accounts A and B was taken only from Account A). I used the TurboTax Deluxe Version. At the time I did m...
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I have the same situation, but I have only two IRA accounts with the RMD for both taken from one account. My solution was to make entries in Lines 52a and 52b o...
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I found a workaround that results in the correct values for taxes and mortgage interest on Schedules A and E. On the Schedule E Worksheet for each room, I check...
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I think the TurboTax fix was to create a 5329T in the online version. Then the process to indicate that the total RMD has been withdrawn regardless of which acc...
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My solution was to check the box on Line N under ownership percentage but do not enter a percentage on Line O. The result was that all the personal use values u...
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- Got Cheered for Re: Turbo Tax is appears to be handling each IRA distribution and RMD on a case by case basis, rather than aggregating as intended and approved by the IRS.. April 14, 2025 12:26 PM
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- Posted Re: Turbo Tax is appears to be handling each IRA distribution and RMD on a case by case basis, rather than aggregating as intended and approved by the IRS. on Retirement tax questions. April 14, 2025 12:04 PM
- Posted Re: Turbo Tax is appears to be handling each IRA distribution and RMD on a case by case basis, ra... on Retirement tax questions. March 7, 2025 4:12 PM
- Got Cheered for Re: Turbo Tax is appears to be handling each IRA distribution and RMD on a case by case basis, ra.... March 6, 2025 3:27 AM
- Posted Re: How to split interest and taxes for two rental rooms? on Investors & landlords. February 24, 2025 6:33 AM
- Posted Re: Turbo Tax is appears to be handling each IRA distribution and RMD on a case by case basis, ra... on Retirement tax questions. February 24, 2025 6:16 AM
- Posted Re: How to split interest and taxes for two rental rooms? on Investors & landlords. February 22, 2025 11:16 AM
- Posted Re: Turbo Tax is appears to be handling each IRA distribution and RMD on a case by case basis, rather than aggregating as intended and approved by the IRS. on Retirement tax questions. February 21, 2025 11:59 AM
- Posted Re: How to split interest and taxes for two rental rooms? on Investors & landlords. February 12, 2025 11:24 AM
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- Posted Re: How to split interest and taxes for two rental rooms? on Investors & landlords. February 9, 2025 8:44 AM
- Posted How to split interest and taxes for two rental rooms? on Investors & landlords. February 9, 2025 7:53 AM
- Posted Re: Dividing income and expense when more than one room ins a house is rented on Get your taxes done using TurboTax. December 15, 2023 5:50 AM
- Posted Dividing income and expense when more than one room ins a house is rented on Get your taxes done using TurboTax. December 12, 2023 3:28 PM
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