DanaB27
Expert Alumni

Get your taxes done using TurboTax

I do get the follow-up questions for both the taxpayer and the spouse. Did you enter a Form 1099-R for her?

 

It seems I only got the option to see Form 5329 and the "Form 5329: Additional Tax on Retirement Distributions (Taxpayer) -- Smart Worksheet" because I had the Form 5329 open in Form mode.

 

Since you met all of your RMDs you do not need to file Form 5329.

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