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Level 3
February 25, 2025
Question

Must I request the exact RMD for a 90 year Tax payer who has been drawing from her retirement plan for years?

  • February 25, 2025
  • 1 reply
  • 5 views

In Proseries Professional, it is asking me if the distribution is the correct RMD.   Do I have to go back to the taxpayer to double check this when she has been drawing from this plan for years.   Please advise what you think I should do.

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1 reply

IRonMaN
Level 15
February 25, 2025

Enter zero for now.  It will be fixed in a couple of days.

Slava Ukraini!
dr58lj15Author
Level 3
February 26, 2025

Was your answer to put zero, because there is a system issue?

IRonMaN
Level 15
February 26, 2025

Yup.  An update that had some unintended consequences.

Slava Ukraini!