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hmchan17
New Member

RMD

Both of my parents did not received RMD last year and their return is filing jointinly  TurboTax asked for an amount of RMD for one parent and not another.  Am I suppose to include the both RMD amounts under one parent

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2 Replies
KathrynG3
Expert Alumni

RMD

No, each parent's RMD should be reported individually on their Married Filing Jointly return. The prior year should be checked in case there needs to be an amendment filed.

 

How do I file an amended return?

RMD


@hmchan17 wrote:

Both of my parents did not received RMD last year and their return is filing jointinly  TurboTax asked for an amount of RMD for one parent and not another.  Am I suppose to include the both RMD amounts under one parent


No.   The RMD question only comes up if there is a 1099-R to enter for *that* spouse.  

 

Are you saying that both spouses failed to take the 2019 RMD?

 

What was the 1099-R for the one spouse for?

Did you indicate that the 2019 RMD was not taken and was a 5329 penalty waiver created?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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