Hello,
Last year 2024 year, I took a shortfall amount of 2023 RMD in March 2024 and filled 5329 form along with 2023 return with explanation. This year I received 2 different 1099-R - one is for the shortfall 2023 RMD amount of $1500 and another is for entire 2024 RMD amount.
I entered 2 separate 1099-R entries on the Turbox tax program but there is no place for me to indicate the $1500 is for 2023 RMD.
How do I report the $1500 shortfall 2023 RMD amount on the 2024 Return?
Is there additional form I need to file along with the 2024 Return?
