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Retirement tax questions
did you figure out how to do this?
because you do have a 1099-R (missed partially) you can work your way over to the Form 5239 for shortfall.
Without a 1099-R (missed entirely) TurboTax makes this difficult.
you have to tell TurboTax you missed part of the RMD even if you met the requirement later after April 1.
‎February 16, 2023
8:07 PM