Disgruntled4
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That may explain why I was having the problem. The update probably changed the text regarding how to enter the RMD for the first year.
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Fixed!I revisited the offending 1099-R and saw that I needed to report the required RMD only if it was due on January 31st.I had not previously seen the stateme...
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How does one legally split a 1099-R into two different 1099-Rs?
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Thank you for your response.That is exactly what I did. However the portion of the distribution not allocated to the ROTH conversion was not sufficient for the ...
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VolvoGirl made a suggestion that does not work for me, as part of that distribution was for a ROTH conversion.I am hoping that she or someone else can help with...
Activity Feed for Disgruntled4
- Got Cheered for Re: Turbotax Premier 2024 Desktop edition - Form 5329 error with request for explanation.. 3 weeks ago
- Posted Re: Turbotax Premier 2024 Desktop edition - Form 5329 error with request for explanation. on Retirement tax questions. 3 weeks ago
- Posted Re: Turbotax Premier 2024 Desktop edition - Form 5329 error with request for explanation. on Retirement tax questions. 3 weeks ago
- Posted Re: Turbotax Premier 2024 Desktop edition - Form 5329 error with request for explanation. on Retirement tax questions. a month ago
- Posted Re: Turbotax Premier 2024 Desktop edition - Form 5329 error with request for explanation. on Retirement tax questions. a month ago
- Posted Re: Turbotax Premier 2024 Desktop edition - Form 5329 error with request for explanation. on Retirement tax questions. a month ago
- Posted Re: Turbotax Premier 2024 Desktop edition - Form 5329 error with request for explanation. on Retirement tax questions. February 6, 2025 6:48 AM
- Posted Turbotax Premier 2024 Desktop edition - Form 5329 error with request for explanation. on Retirement tax questions. February 4, 2025 5:32 PM