- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
dmertz, Thank you so much!
Before seeing your response, I tried finding the form 5329 inside TurboTax, to see if I could fill it in directly. That seemed to work, I was able to put the amount of RMD that should have been taken, and the explanation for waiver of tax penalty. Although I saved the completed form, I don't know if it will hold onto it, since I didn't complete the 1099-R section. I will experiment and see if the form stays in my final return, prior to submitting the filing. If that doesn't work, I will try the strategy you recommend. Thanks again, it is a bit of an adventure!
March 27, 2020
10:17 AM