MaxBuck
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The problem appears to be that TurboTax is calculating the RMD for inherited retirement accounts incorrectly. Please fix this! The amount we withdrew is far in ...
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On your menu bar at the very top, click "Online"Select "Send Tax File to Agent" This option does not appear under "Online" in my version of TurboTax (Premier).
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Code in Box 7 is 4-Death. I've gone ahead and documented that the entire distribution applies to the RMD, but the program still calculates a penalty.
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My problem is that, although my wife is too young to have an RMD requirement (she's 71), TurboTax is calculating one and telling her there's a tax on "excess ac...
Activity Feed for MaxBuck
- Posted TurboTax won't correctly print my necessary forms on Retirement tax questions. April 12, 2025 1:38 PM
- Posted Re: Entry of any RMD Amount Due is charging a 25% penalty on Retirement tax questions. April 10, 2025 2:49 PM
- Posted Re: Entry of any RMD Amount Due is charging a 25% penalty on Retirement tax questions. April 7, 2025 4:42 PM
- Posted Re: Entry of any RMD Amount Due is charging a 25% penalty on Retirement tax questions. April 5, 2025 12:14 PM
- Posted Re: Entry of any RMD Amount Due is charging a 25% penalty on Retirement tax questions. April 5, 2025 12:07 PM