dmertz
Level 15

Retirement tax questions

If TurboTax asked you the amount of RMD you required to receive, the (lesser) amount that you actually received, and the amount on which you are requesting a waiver of the penalty due to now having made the missed RMD, TurboTax automatically prepares and includes Form 5329 and your explanation statement.  No other form is needed.  Print and review your tax return for filing to see that Form 5329 and your explanation are included.

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