Personal Finance (Not Investing) • Re: H&R BLOCK IRA Tax Penalty

Does the software know the amount of your RMD?

Yes - it asks what your RMD was; it asks how much was withdrawn. And yet, even if everything checks out, it still goes down the path of asking additional questions around excess accumulation. Regardless of the answer it generates that form.

Statistics: Posted by Longdog — Sat Feb 01, 2025 8:03 pm

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