dmertz
Level 15

Retirement tax questions

Also, there have been no changes to these forms for several years.  2024 TurboTax is the same as 2023 TurboTax with respect to TurboTax's 1099-R form and 5329 form.  With respect to RMDs, the entries in 2024 TurboTax will produce the same result as in 2023 TurboTax.