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TurboTax Premier Desktop for Mac/Windows Enhancement Request
On the 1099-R main page, TurboTax Premier Desktop for Mac and Windows should add the question, "If you did not receive a 1099-R and missed taking a RMD, click here". TurboTax should then proceed to walk the taxpayer through the questions/steps that will automatically generate Part IX of Form 5329-T and/or Form 5329-S.
a week ago