I typed in why the RMD was erroneously not taken for 2023 during the question portion of the program but when I print the form, TurboTax prints "SEE STMT........RC.....3,932" on line 54 but there is no attached explanation like I typed in the program. How will the IRS know why with no statement? Or is it only included with e-filing?
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To confirm you are using TurboTax Desktop and used the steps below to request a waiver:
I cannot create the issue you are experiencing. Can you confirm what pages you are getting when you select to print Form 5329?
When I select to print Form 5329 I see: Form 5329, Smart Worksheets From 2023 Federal Tax Return, and Additional Information From 2023 Federal Tax Return (with the Waiver Explanation).
Please see How do I print a copy of my tax return in TurboTax?
Yes, I had done all those things. Still not sure why it didn't print when I first printed a copy to review. It did end up printing later on with the explanation after I selected print to file. Unless there is an inconsistency between the two commands, I don't know it wouldn't print the first time. Thanks for your detailed explanation though.
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