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randy5419
Level 3

Form 5329 Needed but Not Available in TurboTax Business Desktop

I failed to take the 2024 RMD for an IRA held by a Trust.  How an individual taxpayer should handle this is explained in this thread:

 

https://ttlc.intuit.com/community/retirement/discussion/i-missed-taking-out-2024-rmd-distribution-wh...

 

There it says form 5329 must be filed and in TurboTax Deluxe desktop this is possible by adding the form manually in Form view.   When I try this in TurboTax business, form 5329 does not show as an option.   Any work-arounds?

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last updated ‎March 11, 2025 4:50 PM
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