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Missed RMD for 2024 - How do I handle in Turbotax Desktop Premier Version
I missed RMD in 2024 due to automated error at financial firm and issues with mail forwarding/deliveries in major move to new construction. I took the distribution as soon as realized - 2/5/25 and understand I'll receive that 1099-R in 2026. When working with TurboTax it said to delay my filing in 2024 since RMD situations like mine are being updated in the software. I did complete the form 5329 in the version I have now I think correctly. Does anyone have step by step instructions for completing form 5329 in the interim and do I note anywhere in the software that you know of where to note I did not receive the RMD or is just form 5329 required? Thanks for your help.
‎February 17, 2025
7:59 AM