☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 21, 2025 5:34:41 PM

I need to add form 5329 to my tax fil . How do I do it?

We need to add form 5329 for a delayed RMD distribution from 24 to already distributed in 25. How do I add this form to my Turbo tax file.

0 1 720
1 Replies
Expert Alumni
Mar 21, 2025 5:39:11 PM

If you didn't take your RMD, TurboTax will fill out Form 5329 for you and attach it to your tax return.  To do this, follow the steps below:

 

  1. Sign in to your return - Continue in Wages & Income.
  2. Search for 1099-R and use the Jump to link and answer the questions about disaster distributions.
  3. On the Did You Miss a Required Distribution From Any Retirement Accounts? page, choose the type of account you have.
  4. Continue through the questions about your RMD
  5. We can help you file a waiver if you have a reasonable cause.