About youknowwho2

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Re: what to do if "tax on excess accumulations in retirement accoun...

I figured out my problem. I have traditional and Roth accounts with RMDs and TT only asked the required RMD amount once when adding data for the traditional. I ...

youknowwho2

Updated Feb 28, 2026
Re: what to do if "tax on excess accumulations in retirement accoun...

I'm having the same problem. TT is applying a 25% penalty on my Roth RMD.

youknowwho2

2

Updated Feb 28, 2026

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