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Retirement tax questions
The 25% tax is a penalty tax for not taking an RMD on time. Go back to your 2023 and carefully review the entries you made. Compare the your entries with your 2024 return to see if they are the same and then make any corrections necessary.
To view your 2023 return, you will need to treat it like you are going to amend it to gain access. Here is how to proceed:
To amend your return using Turbo Tax Online.
- Log into Turbo Tax
- Select Scroll down Your tax returns & documents in your landing page.
- Select Amend (change) 2023 return.
To amend using the 2023 Desktop Software, go to:
- Federal Taxes
- Other Tax Situations>other tax forms
- Amend a return
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March 20, 2025
9:19 AM