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Returning Member
posted Feb 26, 2026 9:04:20 AM

form 5329 T

In 2025, my first time RMD was $6273.08. I took out $6300, which is on my 1099R.

Turbo Tax goes to form 5329 T.  Line 52b shows minimum amount as $7229 which will be my RMD for 2026.

Confused as to why I need to fill out this form and why does it show next year's withdrawal amount.

How does this get corrected?

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