Tmc-Njc
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Thank you, that resolved the problem and removed the penalty. It seems odd though that the issue was with a 401K rather than the IRA. Each time I added the IRA ...
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@DanaB27 The token number is 1298159
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I am using the online version, so no software to update.Yes, I took the full RMD from a single IRA, so it is not an issue of multiple IRAs and taking the RMD fo...
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Coming late to this convo, but glad to see it. Same issues here on the RMD for an IRA. Interestingly we also have a 401K with an RMD and it when fine, no penalt...
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- Posted Re: RMD taken correctly, but penalty assessed on Retirement tax questions. March 31, 2025 7:29 AM