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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?

 
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dmertz
Level 15

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?

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.

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