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Get your taxes done using TurboTax
Thank you Marc. So to confirm, if I go ahead and efile - would I submit an additional 5329 also? And when it comes to the RMD section, since I am filing 5329 anyway, when using the program and answering the RMD questions, do I just put down what I actually received in 2022 distributions then and NOT the additional missed distribution income?( I am assuming that will be addressed in my 2023 taxes then since I took it out as a separate transaction first thing in January.) Thank you.
September 27, 2023
2:18 PM