To clarify, did you miss your RMD? If yes, did you take the RMD in the correction window?
If answer yes to both questions and you had a RMD of $10,000 that you missed:
- Enter $10,000 on line 52a
- Enter $0 on line 53a (if you took no distribution)
- Leave 52b and 53b blank
If you didn't take the RMD during the correction window:
- Enter $10,000 on line 52b
- Enter $0 on line 53b (if you took no distribution)
- Leave 52a and 53a blank
If you are older than 73 then you can file Form 5329 without having a Form 1099-R:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Continue until the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen and select the type of account.
- TurboTax will walk you trough the questions and give you the option to fill out a waiver.
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