SamS1
Expert Alumni

Retirement tax questions

Respond No.  If the 5329 penalty pops up, delete it.  Were you younger than 72 in 2020?   TurboTax presently has a bug the prevents it from asking the necessary question for those with birthdates between July 1, 1949 and June 30, 1950. Another option for this, with TurboTax you can temporarily change your birthdate in My Info to something before July 1, 1949, edit the 1099-R form in TurboTax and RMD screens, then change your birthdate back.  You would need to delete the 1099R, make the birthday change, then re-add the 1099R.  This should also clear you through the RMD screens.  
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