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Get your taxes done using TurboTax
Based on my preusal of the new Form 5329 (sans Instructions),
you would enter your RMD amount $nn,000 on lines 52b and 53b
Lines 52a and 53a have to be zero since you took no action.
This results in no penalty.
cc: @VolvoGirl
cc: @dmertz
‎February 9, 2025
11:19 PM