Amended return, refund due but letter says no change in tax or credits

Forum|Forum|10 months ago
May 27, 2025
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I amended my 2024 return to correct error in Required Minimum Distribution (RMD). Original return resulted in my refund being reduced by $1418 due to not meeting RMD for one of my IRA's. But I met my total RMD for all of my IRA's. Error was due to glitch in TurboTax software.

Amended return showed that I was due a refund of the $1418. But I received a letter from the IRS saying my account was adjusted but that the adjustment did not change my tax or credits. I have not been able to get an explanation from the IRS as to why I did not receive a refund. Any suggestions?

JotikaT2

If the IRS did not adjust your tax return, I suggest amending your return to reflect that the entire distribution is an RMD to remove the 25% penalty for not taking the RMD.

Please see this link for guidance on amending your tax return.

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