☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 10, 2025 5:34:03 PM

attaching form 5329

My Dad's IRA did not deposit the required RMD by 12/31/2024, but I was able to get it deposited in January of 2025.
My Dad is legally blind and deaf, so I am taking care of his finances.

I have the form and am writing a letter of explanation, but how do I attach the letter and form in Turbo Tax?

0 1 314
1 Replies
Expert Alumni
Apr 10, 2025 5:37:45 PM

Form 5329 has a place for you to write an explanation. When you go through the 1099-R section, it will ask if you took the full RMD. Select no and continue through to get the form filled out properly.