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Form 5329 - missed RMD
I missed taking the 2022 RMD for an IRA and took it in January 2023. I am using the downloaded desktop version and have completed the 5329 in the forms sections - how do I include the taxable distribution in my 2022 taxes? Turbotax is not including the distribution amount I added in line 52 in the running total or tax withheld (there's not a place to add withholding on the form)
Do I wait to claim it when I file the 2023 taxes as an amended return? (when I get a 2023 tax form for the prior year 2022 RMD)
When I go to file 2022 the 5329 will be included automatically with the return?
March 17, 2023
7:28 PM