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Forgot to take RMD in 2024 from inherited IRA
I called and was advised that if I purchased the TurboTax edition (I was on the web version at the time) I could get the Form 5329, Add'l Taxes on Qualified Plans (Incl IRAs) (Taxpayer) and efile it with the rest of my return. Otherwise, I was told, I would have to mail a paper return, etc. So - I left the web return, downloded the pay version, and am now trying to find and file that form … I found it in a list but cannot see how to pull it in to the return I am working on. All done with the rest of my return but stuck on this.
March 16, 2025
2:27 PM