Required Minimum Distribution (RMD)

gerkco — Mon, 03 Jun 2019 20:56:35 GMT

My wife failed to take her Required Minimum Distribution (RMD) for 2018 in time so we now need to submit a Form 5329 and ask for a wavier. When I get to the RMD questions Turbo Tax will only ask about my distribution and does not bring her name up. We are married filing joint. Is this a program/system problem or something I'm missing?

If both of your names are listed at the beginning in Pers...

Coleen3 — Mon, 03 Jun 2019 20:56:37 GMT

If both of your names are listed at the beginning in Personal Info, then whenever you get to the beginning of a section, the program will ask who the income belongs to. If you clicked on your wife, the program knows it belongs to her.

topic Required Minimum Distribution (RMD) in Retirement tax questions

Required Minimum Distribution (RMD)

If both of your names are listed at the beginning in Pers...