I need to file Form 5329 for a late 2025 RMD distribution from an inherited IRA account. The RMD was taken in January 2026. I did not receive a 1099-R for the account, because no sales had actually occurred in 2025 (again, I took the RMD late in 2026).
I've been informed that the late RMD will appear on next years 1099-R, as well as the expected RMD for this year (2026), which is fine.
However, I do not know how to attach the required Form 5329 for my 2025 return in TurboTax.
Any help?
