ChatGPT is advising I add the following to 5329 which is inconsistent with the Form view questions in TT.
PART IX — Additional Tax on Excess Accumulation in Qualified Retirement Plans
Line 52: Missed Required Minimum Distribution: $____ (QUESTION - SHOULD THIS BE ENTERED UNDER "Other Qual. Plans?)
Line 53: Explanation for Waiver Request: (QUESTION - Where/how to enter this)
Inherited IRA RMDs were missed due to misunderstanding of SECURE Act rules. Once discovered, all missed distributions were taken immediately. A waiver of the excise tax is respectfully requested.
Line 54: Requested Penalty: $0.00 (QUESTION - where/how to enter this)
posted
last updated
December 30, 2025
12:57 AM