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Get your taxes done using TurboTax
To confirm you are using TurboTax Desktop and used the steps below to request a waiver:
- Enter the forms mode and click on "Open Form" and type "5329".
- Scroll down to Part IX line 52 and enter the RMD amount that should have been taken. On line 53 enter the amount of the RMD that was actually taken (probably zero if it was missed).
- Then in the box right under line 53 "Waiver of Tax Smart Worksheet" enter the same amount as line 52 (the RMD amount).
- Click the "Explanation" button and enter the reason for missing the RMD and your statement requesting a waiver.
I cannot create the issue you are experiencing. Can you confirm what pages you are getting when you select to print Form 5329?
When I select to print Form 5329 I see: Form 5329, Smart Worksheets From 2023 Federal Tax Return, and Additional Information From 2023 Federal Tax Return (with the Waiver Explanation).
Please see How do I print a copy of my tax return in TurboTax?
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‎February 27, 2024
5:56 AM