Below the ==== line was asked earlier but never got a complete answer. The open part of the answer was "I just want to check what is the proper procedure since it is supposed to be filed WITH the tax return." I didn't know 5329 should have been filed with the 2021 return. I asked about getting a corrected 1099r but that's impossible since I took corrected payout in 2022. So when I received the corrected RMD check I mailed the 5329 with the explanation and asked for a wavier. Still would like to know which box to check?
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I mailed form 5329 to the IRS in Jan for an incorrect 2021 RMD & asked for a wavier. My question is how do I handle this in TT for this year? I have a choice of checking - I received ALL or Did NOT receive all the distribution. If I check off received all and finish my return will this cause a RED flag for the IRS because I filed a separate 5329 in Jan? If I check off DID NOT receive all will this cause problems because the IRS has a 5329 and TT generates a new 5329 or at least notifies the IRS there was a problem with the 2021 RMD? I plan on filing with e-File next month? I have not had any correspondence from the IRS as of today.
