- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I think the program recognizes you are over 70 1/2 and requires you to take a RMD on any 1099R forms entered in a return. Then the 5329 tells the IRS that there is an exception and a RMD is not required on this particular distribution.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 1, 2020
7:53 PM