Retirement tax questions

xxzhu,

I use the Premier version of TurboTax.  I do not know what the Deluxe version capabilities 'are'.

My 1099R data IS in my Premier tax filing.

Many a year ago I had to upgrade to Premier from Deluxe.

In my 5329 form, I included that I had Vanguard withdraw both my missed 2023 RMD amount AND my 2024 RMD amount with a 10% withholding on both prior to my e-filing my 2023 Taxes.

I believe you may have included your 1099R  'question' in your 5329 Form.

The IRS is understanding when you are dealing in good faith.

All the best,

Grimeyspaw