Retirement tax questions

AmyC · ‎February 23, 2025

You entered yes, some or all RMD. Then you entered all was RMD. Then you entered an amount less than or equal to the form. You did this for every form. $5 payment, all RMD, $3 was RMD type of answers. Each form stands on its own. Don't enter total RMD for all forms for each form.

Take a look at your Form 5329 and see what the numbers are showing. Something is definitely not right.

What about the codes on the forms? Are they all 7 for normal retirement?

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