After reading some older questions and answers for how to handle a missed RMD by using TurboTax, I was able to use my CD/Download TurboTax, switch to Forms mode, pull up Form 5329, and enter the information on Form 5329. Line 55 on Form 5329 reported "0" because of the penalty waiver request and the waiver explanation statement was generated. The value "0" also appears on Line 8 for Schedule 2 and on Line 23 for Form 1040. So the information from Form 5329 is tracking to the other forms and schedules. I also printed out a hard copy of my federal return to check.
If everything checks, can I e-file my federal return with form 5329 and waiver explanation statement or must I mail it instead?
Thanks,
David
