YikesTaxes
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@dmertz, Thank you for troubleshooting my issue and confirming the software is not treating the RMD portion of the rollover properly. I used your workaround and...
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Changing the1099-R Box 2 to $4k did not change anything on Form 1040 Line 4b.@MarilynG1
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When my husband passed in 2023, his IRA was $10k and a RMD happened for $4k. Then my IRA was established and his $6k account balance was rolled into my new acco...
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@MarilynG1Thank you for your assistance. I change the Check box to The entire distribution was an RMD and continued through the remainder of the screens. The $4...
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@dmertzI found your comments on how to enter a spousal inherited IRA rollover that includes an RMD to confirm I was entering the 1099-R correctly into TT. I am ...
Activity Feed for YikesTaxes
- Cheered Re: TT is calculating my Foreign Tax Credit to be $0 for rogge1722. April 7, 2025 6:50 PM
- Posted Re: Spousal Inherited IRA to take RMD and Then Assume on Retirement tax questions. April 14, 2024 8:34 AM
- Posted Re: Spousal Inherited IRA to take RMD and Then Assume on Retirement tax questions. April 13, 2024 9:44 PM
- Posted Re: Spousal Inherited IRA to take RMD and Then Assume on Retirement tax questions. April 13, 2024 9:07 PM
- Posted Re: Spousal Inherited IRA to take RMD and Then Assume on Retirement tax questions. April 13, 2024 8:37 PM
- Posted Re: Spousal Inherited IRA to take RMD and Then Assume on Retirement tax questions. April 13, 2024 7:54 PM