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!