About SteveKathleen

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Re: RMD taken correctly, but penalty assessed

I found a work-around. TT desktop. My situation is an IRA that had some QCDs. I received two 1099-Rs from the bank, one for the QCD amount (which contains the “...

SteveKathleen

Updated Mar 26, 2026
Re: RMD taken correctly, but penalty assessed

To help the rest of us, how did you fix it? What did you need to change in the worksheet?

SteveKathleen

2

Updated Mar 26, 2026

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