DanaB27
Expert Alumni

Retirement tax questions

If you met all your RMD for 2024 then you are not required to file Form 5329. TurboTax will enter the RMD information in the "Additional Retirement Account Smart Worksheet" to check that you met the RMD but this will not be sent to the IRS. Therefore, as long as you know you met your RMD for 2024 and you do not show a penalty on Form 5329, it will be fine.

 

 

Please see Can an account owner just take a RMD from one account for additional information.

 

 

@tmmill 

 

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