How to show RMD postponed

[Allis1939]

My first RMD was due in 2022 since I turned 72 in March 2022.  I have opted to take the RMD before April 1, 2023.  In turbo tax if I show the amount and 0 taken it asks for a reason to avoid tax.  Do I just state that RMD will be taken before 4/1/2023?

[fanfare]

your deadline is April 1 so there is nothing to do.

You should keep silent about this on your 2022 tax return.

It will all be handled on your 2023 tax return.

@Allis1939 

[dmertz]

To avoid TurboTax erroneously generating a 2022 Form 5329 that reports a missed RMD, tell TurboTax that either no RMD was required or that you received all of your 2022 RMD.

[Allis1939]

I indicated the box showing RMD not required.  However, when I went into forms view a Form 5329 showed up saying it was not completed.  Looking through the form, I did not see any lines where I could indicate the RMD was postponed.   I deleted the form.  Hopefully that was the correct thing to do. 

[dmertz · Accepted solution]

Yes, deleting the form was the correct thing to do.  If there was some other reason that that form was needed, which seems unlikely, TurboTax would have regenerated it.

[Allis1939]

Thank you.  I went back into Turbo Tax and the form is no longer there even when I rebooted the program.  Since the IRS is not looking for the form until next year, I feel confident that this was the correct thing to do.  Appreciate everyone taking the time to get back to me.