TurboTax will automatically generate form 5329, if it determines tax is owed on a failure to withdrawal the Required Minimum Distributions (RMD). You can verify if the form has been completed by following these steps:
- Sign in to TurboTax
- Select Tax Tools
- Select Tools
- Select View Tax Summary
- Select preview 1040
If the form is not there, then follow up in the interview questions of her 1099-R and make sure to answer that the RMD was not met.
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