Thank you. I reviewed your return.
If you are using TurboTax Desktop the issue has been fixed and you should get the RMD follow-up questions. Please make sure you update the software. You might have to delete and reenter the Form 1099-R with code 4.
If you are using TurboTax Online there is supposed to be an update at the end of the week that should fix this issue. You might have to delete and reenter Form 1099-R with code 4 after the update to trigger the questions.
If the update doesn't fix the issue then please delete and reenter the Form 1099-R with code 4 and run the smart check again. One the "Check This Entry" screen for RMD enter $0. This should resolve the error and remove the penalty.
You are not required to file Form 5329 if you met all of your RMD for 2024. The RMD Excess Accumulation Worksheet isn't sent to the IRS.
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