dgf3
Level 2

Retirement tax questions

I did choose the answer "I received all my RMD" but I still got the flag for 5329 during the Smart Check.

 

I think what is happening is that when I originally answered the question my answer was "I did not receive all the RMD for 2022" and the program had me enter the 1099-R information based on that answer. When I eventually got the the part where it asked for an explanation so that I wouldn't be charged a penalty I got uncomfortable and posted my original question. Seems to me that to eliminate the 5329 I need to somehow back out my original input. Any advice on how to do that?