RD5329
New Member

RMD

My spouse set up an inherited IRA in late 2023 and received notice in January 2024 that she should have taken an RMD, but the account was not established soon enough.  She received a check for RMD for both 2024 and 2025 and both payments were included on the same 1099-R.  Turbo Tax is not letting me inform that part of the payment is for late 2024 RMD, nor will it let me file a form 5329.  How can I get the software to do what I need?