I did not realize I needed to take an RMD for 2022 so I used the 1040 simple form provided by the IRS. However I need to amend my 2022 return to include the RMD. Can I use my 2023 TurboTax or do I need to download TurboTax for 2022?
When did you actually take the 2022 RMD out of your IRA? If you took it in 2023 you report the income on your 2023 tax return, not your 2022 tax return, even though the RMD is for 2022.
You should have gotten a Form 1099-R for the RMD. What year is on the 1099-R? That's the year that you have to report the RMD.
if you turned 73 in 2022 and didn't take the RMD for that year you had an option to defer the distribution for 2022 until April 1st, 2023, which is for 2022. That option requires you to also take a distribution for 2023 by 12/31/2023. thus, you would have two taxable distributions in 2023 but would avoid the failure to take the RMD penalty for 2022
if you failed in this, 2022 must be amended to report the failure to take your RMD on form 5329 part IX and pay the penalty. If you have reasonable cause attach a statement the amended 1040. The IRS might abate the penalty. As part of the reasonable cause would require indicate that you corrected the failure in 2023 and also took the proper RMD for 2023that both