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Retirement tax questions
I had a RMD automatic withdrawal plan from IRA account in investment firm. So they took out money and send it to my bank. After 10 days I noticed the deposit in my bank and asked the investment firm to retrieve the money from bank to put into my IRA account. I had paid 10% federal tax also. I received a 1099-R form. When I talked to them today, they said there is another form I can file form 5329 called in-direct Rollover to indicate the taxes.
I don't see that form in Turbotax Premium. What do I do?
‎February 24, 2021
7:56 AM