Holintax
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The update worked for me as well. I had five IRA accounts, four from which I took distributions. In some I took more than required, in others, less. In total, I...
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Dan in MII rolled over IRA funds from one company to another in 2024 as a "trustee to trustee" transfer. I did not receive a 1099R from either company. A "trust...
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While waiting for TT to come up with a fix, I went back and deleted all of the information I put into my 1099-Rs. I then went to the Forms view to find form 532...
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Thank you, Dan in MI. I, like all the others posting here, have the same problem. I used the bot generated by the help section in TT, posted my question, got no...
Activity Feed for Holintax
- Posted Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of my three IRAs. Why is TurboTax calculating a penalty? on Retirement tax questions. February 20, 2025 2:47 PM
- Got Cheered for Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of .... February 17, 2025 5:21 PM
- Posted Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of ... on Retirement tax questions. February 17, 2025 4:09 PM
- Got Cheered for Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of .... February 11, 2025 12:13 PM
- Posted Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of ... on Retirement tax questions. February 11, 2025 11:54 AM
- Posted Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of my three IRAs. Why is TurboTax calculating a penalty? on Retirement tax questions. February 8, 2025 12:45 PM
- Cheered Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of my three IRAs. Why is TurboTax calculating a penalty? for dan_in_MI. February 8, 2025 12:37 PM
- Cheered Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of my three IRAs. Why is TurboTax calculating a penalty? for dan_in_MI. February 8, 2025 11:41 AM