tecoyi
New Member

Form 5329

Unfortunately, I forgot to take my RMD from an inherited-inherited IRA in 2025. I realized this on January 3rd, 2026 and promptly processed the withdrawal. From my understanding there is typically a penalty, but since I got the problem promptly i can request a waiver via form 5329. However, since I did not receive a 1099-R, I can't get the online turbo tax program to prompt the 5329 form. I have chatted with 3 agents online who all tried to help. I try to search form 5329 and i won't bring it up. I have tried serarching it on the turbo tax help with no results. However, found the form on the IRS website. Any suggestions?