DanaB27
Expert Alumni

Retirement tax questions

If you didn't take your RMD then you can enter this into TurboTax and TurboTax will fill out Form 5329.

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Continue until the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select what is applicable. 
  4. TurboTax will walk you through questions about your missed RMD and help you file a waiver if you have a reasonable cause 

@Blizzard1 

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