BillM223
Employee Tax Expert

Retirement tax questions

"I've read that each person requires a 5329-S."

 

If two 5329 forms are needed, TurboTax generates the 5329-T for the primary taxpayer and a 5329-S for the spouse. There will not be two 5329-S forms.

 

When you entered these fake 1099-Rs, did you make sure that you told TurboTax that one belonged to the primary taxpayer and the other to the spouse?

 

I take it you are trying to generate two 5239s so that you can explain why no RMD was taken in 2021?

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