I understand what MarilynG1 is saying: if you know from the get-go that you are not in a penalty situation (e.g., because you're 73 and there is no required RMD...
@Sue2843I'm not sure I agree with skelly11 's advice to include the RMD from your husband's account (which is not really "required" until 4/1) as "RMD due by De...
The "Let's get more information" about your RMD screen is more likely to be the source of your problem than incorrect entry of the 1099-R information itself.I t...
I'm not sure Opus 17 is correct. NY's website,https://www.tax.ny.gov/pit/file/information_for_seniors.htm , under "Information for Retired Persons" --> "Tax Ben...
Also, ReneV4 (an employee tax expert) posted responses earlier today to some similar inquiries in the Retirement section, about Required Minimum Distributions, ...
