Here is how to upload documents:
To upload something to My Docs™, follow these steps:
- Sign in to your TurboTax account. If you're already signed in, select Documents on the left menu.
- Select your desired tax year.
- Select Upload and select the documents
Use this link for additional information: How to Upload to My Docs
If you are referring to RMDs, if an account owner fails to withdraw the full amount of the RMD by the due date, the amount not withdrawn is subject to a 50% excise tax. SECURE 2.0 Act drops the excise tax rate to 25%; possibly 10% if the RMD is timely corrected within two years. The account owner should file Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts, with their federal tax return for the year in which the full amount of the RMD was required, but not taken.
See full FAQ by the IRS: Required RMDs - IRS FAQ
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