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Retirement tax questions
If the failure to distribute your RMD for tax years 2017-2021 is an administrative error, and you received the back RMD in 2022, when you enter your 1099-R indicate that the 'entire distribution is RMD' in TurboTax (unless you rolled over part of your distribution).
If you indicated in prior year returns that your distribution included RMD, (since you didn't know that it didn't) you won't be assessed a penalty and can delete Form 5329 from your return. You are paying tax on your prior year RMD this year.
Save documentation about the administrative error.
Here's more info on Reporting RMD's.
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‎February 27, 2023
10:34 AM