Retirement tax questions


@jgla wrote:

will turbotax allow an explanation with the form

 


Depends on the reason for the 5329.  Only a missed RMD needs an explanation.

 

This thread is 2 years old and the topic has changed several times.

**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.**