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, ...
Deleting and re-entering data may not be the solution, or at least not the whole solution. DaveF1006 (an employee expert), has given what I think is the best wo...
I would probably leave the 5329 and any other documents that TT may create during the interview process alone, and not delete them. TT may be doing behind-the-s...
