- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Because the IRS waived the penalty for failure to take such a beneficiary RMD for 2024 under the 10-year rule, you can simply say that no RMD was required. Doing so will prevent TurboTax from inappropriately preparing Form 5329 Part IX.
‎February 11, 2025
4:19 PM