- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
No. It shouldn't be there. Delete the 1099-R.
If you are using the online version delete the 5329 if it is there after deleting the 1099-R.
Be sure to answer the SECOND RMD question that comes near the end of the interview that RMD not required. It is that question that created the 5329.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 19, 2021
1:38 PM