I have previously submitted a request for for assistance re:late RMD filing previously
I am confused in my TurboTax Premier of my late 2023RMD.
I failed to submit my 2023 RMD payment on time in 2023.
I 'discovered' my error on 1/29/2024 when I began my TT premier filing.
I contacted Vanguard and instructed them to withdraw and submit both my required 2023 and 2024 RMD
amounts which they did on 1/29/24. They also withheld 10% Federal Withholding Tax on both RMD's.
I realize I need to complete Form 5329 Part IX lines 52-55 in my TurboTax questioning.
As I have paid my 2023 RMD with the 10% Fed Withholding, although late, I will request the Waiver of Tax... I I will include my late payment made on 1/29/2024.
I am confused on what info do I include in Part IX in lines 52-55 when completing 5329.
Also, will TurboTax flow my data from the Federal into my Arizona state return.
Thank you in advance....
