MarilynG1
Expert Alumni

Get your taxes done using TurboTax

No, you indicated that your husband received all the RMD for 2019 correctly, as he did receive all the RMD he was supposed to.

 

Since someone's RMD could be received from a combination of retirement accounts, it would be difficult to calculate how much RMD was taken from each of the accounts, to make up the required total.

 

That's why checking 'all the distribution was RMD' should forego that issue. 

 

I would suggest you Delete Form 5329-T from your return.

 

Click this link for more info on Form 5329-T.

 

 

 

 

 

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