DanaB27
Expert Alumni

Get your taxes done using TurboTax

You won't have a entry on Form 5329 since you met all your RMDs but you can see it on the TurboTax worksheet. Look for the Smart Worksheets From 2024 Federal Tax Return  and then scroll down to "Form 5329: Additional Tax on Retirement Distributions (Taxpayer) -- Smart Worksheet". 

 

In TurboTax Online:

  1. Select Tax Tools on the left and then Print Center 
  2. Select Print, save or preview this year's return
  3. Select federal return and choose to print/view everything include all  TurboTax worksheets.

 

In TurboTax Desktop:

  1. Click on Print Center on the top right
  2. Select  Specific Forms
  3. Select Form and supporting statements
  4. Select Form 5329 from the list

 

Example of $8,000 RMD distribution from an IRA with $3,000 RMD and another IRA with $5,000 RMD  (nothing withdrawn from this account):

 


 

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