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January 30, 2025
Question

Can I get help on RMD excess accumulation worksheet without additional fee?

  • January 30, 2025
  • 1 reply
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    1 reply

    VolvoGirl
    Employee
    January 30, 2025

    Did you enter more than 1 1099R?  Turbo Tax changed this year. When it asks about the RMD it is only asking for that one 1099R. You need to enter the amount in box 1 on that 1099R for the RMD, not the total RMD for all. Even if they would add up to more.