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State tax filing
@Lee-K But in your first post you said......This year I did not withdraw any money from some accounts but the total amount drawn from other accounts was sufficient to cover the total RMD.
Was that wrong and you didn't take 100% of the total RMD? Read my long post above. For each 1099R enter the amount from box 1 for the RMD question on that 1099R. If you know the amount you were short then add it to the RMD question on one of the 1099R forms and Turbo Tax will calculate the penalty for the missing amount on form 5329.
‎October 13, 2025
7:18 AM