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Get your taxes done using TurboTax
Thanks for the response.
I'm with you as far as your recipe goes. But what I want to do is include a PDF copy of a photo of my check with the 5329, proving that I did receive the RMD (albeit late). Several tax lawyer websites recommend that step, to bolster the case for getting the IRS to waive the penalty for not taking the RMD on time.
So can I import that PDF into TT, so I can still e-file the 5329 as part of my complete return filing??
‎April 6, 2023
6:00 PM