dmertz
Level 15

Retirement tax questions

2018 was this individual's first RMD year, so no Form 5329 is needed.  The RMD was completed by the April 1, 2019 deadline, so there was no excess accumulation for which to request a penalty waiver.  Indicate to TurboTax that you received all of the RMD in 2018 to prevent TurboTax from preparing Form 5329 Part IX.