My husband didn't take RMDs from an account in 2021 and 2022 because he thought it happened automatically. He has requested the funds be withdrawn and I have prepared a letter for the IRS requesting a waiver of penalties and have the form 5329 filled out for both years.
My question is what do I need to do in TurboTax? Do I need to amend the 2021 return? Do I record anything in the 2022 return? Or will corrections be made via the 5329 form and any subsequent 1099s in 2023?
