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New Member
posted Mar 12, 2025 5:19:54 PM

How do I add form 5329 to my 2024 tax return to pay for a missed RMD from 2023? I do not see how to do it on Turbotax

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3 Replies
Expert Alumni
Mar 12, 2025 5:33:34 PM

You have to go through the interview to answer the question of what your RMD was and how much you received as distributions.

New Member
Mar 12, 2025 5:45:43 PM

Where is "the interview"?

Expert Alumni
Mar 12, 2025 6:50:19 PM

The interview is referring to the series of questions TurboTax asks you.

 

You'll first add the 1099-R, then answer the questions "interview" pertaining to the distribution.

 

 ‌Here are the steps to add the 1099-R TurboTax Online:

 

  • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
  • Enter the information from the 1099-R, continue through the interview questions.