I executed my annual 2023 RMD from an inherited ROTH IRA on 12/29/2023. However, the transaction did not settle until 01/02/2024. When I contacted my financial institution, they instructed me to submit a Form 5329 to explain the situation to the IRS and to allow the RMD to post in 2023. Need help figuring out how to do this in TT. Where do I access form 5329? Is this the correct form for this situation? How do I enter a 'substitute' form 1099-R? Thanks!
