Does it matter: took a partial 2020 RMD dist. Now get warning message:Form 5329-T Waiver of tax should not exceed the RMD shortfall. perhaps I entered something wrong?
01213
1 Replies
dmertz
Level 15
Mar 4, 2021 8:54:36 AM
When asked, you should have answered that you were not required to take an RMD for 2020.
You can delete the Form 5329 by clicking Tax Tools -> Tools -> Delete a form, then clicking the Delete link for this form.