MarilynG1
Expert Alumni

Get your taxes done using TurboTax

As long as you took your RMD before tax filing deadline, when you enter your 1099-R in TurboTax, indicate that 'all of the distribution is RMD'.

 

You won't have a penalty or need Form 5329.

 

Here's more info on RMD and 1099-R.

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