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Get your taxes done using TurboTax
Please make sure you updated TurboTax Desktop.
If you still not get the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen after the disaster distribution screen then using the "forms" mode in TurboTax Desktop:
- Enter the forms mode and click on "Open Form" and type "5329".
- Scroll down to Part IX line 52 and enter the RMD amount that should have been taken. On line 53 enter the amount of the RMD that was actually taken (probably zero if it was missed).
- Then in the box right under line 53 "Waiver of Tax Smart Worksheet" enter the same amount as line 52 (the RMD amount) under A.
- Click the "Explanation" button and enter the reason for missing the RMD and your statement requesting a waiver.
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March 4, 2025
9:00 AM
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