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Level 1
April 24, 2026
Question

Late 2025 RMD corrected 4/15/26. Requesting full waiver on Form 5329. Entered full RMD, but get “waiver exceeds shortfall” error. What shld I enter? "Fix" and Skip not wk

  • April 24, 2026
  • 1 reply
  • 164 views
Tried to fix and values are overwritten. Now fix button exits amendment process. Can't skip fix.

1 reply

fanfare
Level 15
April 24, 2026

rounding issues  ?

 

@mac13_2