- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
The TurboTax guidance on this appears incorrect or outdated. The steps listed in the answer do not lead to the 5329 form. It also does not appear correct for a tax penalty to be assessed and then file for a waiver. The applicable tax forms (e.g. 540 SR) do not ask the filer to input the RMD amount, only the distributions, so Turbotax may be making this much more complicated than it needs to be.
‎February 23, 2025
9:58 AM