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Retirement tax questions
I think the TurboTax fix was to create a 5329T in the online version. Then the process to indicate that the total RMD has been withdrawn regardless of which accounts were used to satisfy the RMD is the same as what Gary Cohen outlined earlier in this thread using the desktop version. TurboTax completes most of the information for the 5329T, but it is necessary to enter the total RMD amounts on both lines 52a and 52b. This results in an unfulfilled RMD amount of zero.
‎February 24, 2025
6:16 AM