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EllenC
New Member

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?

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1 Reply
AmyC
Expert Alumni

attaching form 5329

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.

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