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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.
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DawnC
Employee Tax Expert

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

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. 
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