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posted Feb 18, 2025 12:12:19 PM

Form 5329 Part 1X filing online

I'm a senior with a basic return although I missed taking a small rmd for 2024.  I understand that form 5329 part 1X, explanation of missed rmd must be filed with my return.  If I purchase turbotax desktop will I be able to fill out, complete and submit this form with my turbotax return and have it filed electronically?   

Thank you,

Gab77

[email address removed]

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1 Replies
Expert Alumni
Feb 22, 2025 5:38:38 AM

Yes, TurboTax will walk you through questions to fill out Form 5329 for the missed RMD. Please take your missed RMD as soon as possible. Yes, you should be able to e-file your return. Please see How do I e-file my tax return?

 

  1. Click "Federal Taxes" on the top and select "Wages & Income"
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)" 
  4. Continue through the questions until you get you the "Did you miss a Required Minimum Distribution From Any retirement Accounts?" screen
  5. TurboTax will walk you through the questions and fill out Form 5329