I'm doing my in-laws taxes and they forgot to take their RMDs for 2021. They did it for 2020, so I have the 1099-R forms carried over into the current version of TurboTax.
For some reason, I can only get a 5329-S generated for my mother-in-law. It acts like it's going to do one later for my father-in-law, but it doesn't. Goes through the review and says the return is ready to be filed.
A couple of tidbits:
1. They're filing Married Filing Jointly
2. I tried "fooling" TurboTax and entered $0 for amount of RMD taken. It didn't work.
3. I've read that each person requires a 5329-S. I was able generate 2 Explanation Statements for the single 5329-S, but I don't think that's correct, IRS-wise.
Any help would surely be appreciated!!
