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Missed RMD and form 5329 procedure?
My father received 2 of 3 RMDs for 2022. He calculated the missed RMD amount and requested the amount several days ago (2/27). We haven't e-filed yet so we completed form 5329 in Turbo Tax. When filling out the 5329 we listed the total amount of RMD he should have received on line 52 and the actual amount received on line 53. Is this the correct way or should we have entered only the amounts for the missed RMD? The amount on line 54 is the same either way.
When we e-file, will form 5329 be included in the filing?
Is there a way to confirm the form was submitted in the e-file?
Thanks.
March 4, 2023
4:08 PM