cjuhlman
Level 2
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This is simple enough to reproduce.1. Take 2 separate IRAs, "a" with an RMD of $25,000, and "b" with an RMD of $20,000.2. Actual withdrawn from a was $15,0003. ...
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Is that right? So I should have to go to the trouble to request a waiver for a perfectly legal situation that TT does not handle correctly? I also note that in ...
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I assume you mean to aggregate all 1099-R forms into one entry in TT and make no entries for the ones discarded? That might get around the TT problem but I thin...
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I neither need nor want a 5329. Turbotax erroneously generated one and included a large tax fine because it cannot add all of the IRA distributions which were t...
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This is a deficiency in TT. If take take less then the required RMD from one account but take more than the required amount from second account which in total m...
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- Posted Starting a amended return and the refund indicators do not reset to zero and instead show a bogus number on Get your taxes done using TurboTax. March 28, 2025 4:59 PM
- Posted Starting amended 2024 return shows tax due BEFORE entering any information on After you file. March 26, 2025 4:23 PM
- Posted Re: 2024 RMD Excess Accumulation Worksheet Problem - TTax Deluxe on Retirement tax questions. March 19, 2025 8:51 AM
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- Posted Re: 2024 RMD Excess Accumulation Worksheet Problem - TTax Deluxe on Retirement tax questions. March 6, 2025 12:52 PM
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- Posted Re: 2024 RMD Excess Accumulation Worksheet Problem - TTax Deluxe on Retirement tax questions. February 14, 2025 1:25 PM
- Posted Re: 2024 RMD Excess Accumulation Worksheet Problem - TTax Deluxe on Retirement tax questions. January 30, 2025 3:35 PM