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Retirement tax questions
If you didn't take your RMD then you can enter this into TurboTax and TurboTax will fill out Form 5329.
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Continue until the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select what is applicable.
- TurboTax will walk you through questions about your missed RMD and help you file a waiver if you have a reasonable cause
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March 3, 2025
4:55 AM