Solved: Re: Dealing with insufficient RMD

BJDisMe · Jan 31, 2023 12:27:59 PM

<P>I did not take a large enough RMD in 2022 due to an oversight. In order to make up the difference, I will need to take money from an IRA that I did not withdraw from in 2022 and hence have no 1099-R for. How do I deal with this in TurboTax?</P>

Dealing with insufficient RMD

@jgrudin , no Form 5329 is needed. Taking your first RMD by the April 1 deadline for taking your first RMD does not make it a missed or late-taken RMD.