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March 28, 2025
Question

RMD Excess Accumulation Worksheet. Cannot correct an error that says other should not be checked. I correct it but it doesn't work

  • March 28, 2025
  • 1 reply
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I fill the form out correctly by hand and then for some reason the RMD excess accumulation worksheet checks the other block. They see this as an error. I then check No entry but it does not correct

    1 reply

    fanfare
    Employee
    March 30, 2025

    to avoid wrongful  penalty, for each 1099-R, tell TurboTax that distributed amount is the calculated required amount.