Forgot RMD - How to enter in TurboTax online?

[BluechipJr]

Hi Team,

I know it needs form 5329 but can access that form using the online TurboTax. Is there any way to enter it that would generate 5329. I forgot to take the RMD in 2023 which I took care of in 2024.

Thank you!

[MarilynG1]

As long as you took your RMD before tax filing deadline, when you enter your 1099-R in TurboTax, indicate that 'all of the distribution is RMD'.

You won't have a penalty or need Form 5329.

Here's more info on RMD and 1099-R.