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Get your taxes done using TurboTax
The better solution is to figure out what you entered incorrectly in TurboTax and correct it before filing your tax return. The only way TurboTax knows whether you took your full RMD is by asking you. Go back over your entries for the two 1099-R forms and make sure you entered everything accurately. Be sure to continue through all the questions until you get back to the main income screen. The questions about RMDs in TurboTax are somewhat confusing this year. Read each question carefully and make sure you answer accurately. When all of your entries are correct. the Form 5329 should disappear from your tax return.
3 weeks ago