Where in Turbotax desktop do you enter the information for a missed RMD. I know I need form 5329 but don't see how to get to it.

[tooleyet]

I did find the form itself when I switch from Step by Step to Forms

[DanaB27]

If you haven't taken the RMD then take it as soon as possible.

If you have a Form 1099-R to file:

1. Click on "Search" on the top right and type “1099-R” 
2. Click on “Jump to 1099-R”
3. Click "Continue" and enter the information from your 1099-R
4. On the "Your 1099-R Entries" screen click "Continue"
5. Continue until "Tell us more about the retirement plan distribution" screen and select "I did not receive all the RMD for 2023" and click "Continue"
6. On the "Required Minimum Distribution" screen enter the RMD amount and actual amount received
7. Enter information on the "Let's see if we can reduce your tax bill" if you want to apply for a waiver.

 If you do not have a Form 1099-R to file then this can only be done using the "forms" mode which is only available with the TurboTax Desktop software :

1. Enter the forms mode and click on "Open Form" and type "5329".
2. Scroll down to Part IX line 52 and enter the RMD amount that should have been taken. On line 53 enter the amount of the RMD that was actually taken (probably zero if it was missed).
3. Then in the box right under line 53 "Waiver of Tax Smart Worksheet" enter the same amount as line 52 (the RMD amount). 
4. Click the "Explanation" button and enter the reason for missing the RMD and your statement requesting a waiver.