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Retirement tax questions
Yes - I see it is fixed.
However, as a programmer, not the way I would have.
If you have 2 IRA's and take distributions from each, but not the exact RMD for each, you see (correctly) that the totals match and everything is fine.
BUT - if you take distribution from only one (satisfying your total RMD), so therefore you have no 1099-R for the other, this gets (again, correctly) clarified only during the follow-up questions about another IRA you did not take any distribution from.
SO - if this is your situation - be patient until the follow-up.
I generated a pdf for just Form 5329 and you can see it all there.
‎February 20, 2025
2:22 PM