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Returning Member
posted Sep 17, 2023 12:49:20 PM

Does anyone have any experience with IRS form 5329?

Help with Required minimum distribution?

0 2 663
2 Replies
Level 15
Sep 17, 2023 1:17:29 PM

What is your question?

Level 15
Sep 17, 2023 1:31:19 PM

If you missed the Dec 31 deadline, and or the April 1 deadline, you have to file Form 5329.

Unless improvements have been made, forum users complain it is hard to get Form 5329 for this situation using the Online version of Turbotax.

 

@Dewayne1