RMD for 2019 taken in 2020

[hpkatz1]

I took my 2019 RMD prior to April 2020 so it is actually my 2019 RMD.  How do I answer the question on page pictured below regarding "was this withdrawal an RMD for 2020?"  After answering either yes or no, shouldn't the answer to either also state "for 2020"?  For instance, the correct answer to the question as stated is "yes", but it's for 2019, not 2020 as is stated in the main bolded question just above where it says "important"  (Was this withdrawal an RMD for 2020?).  

[macuser_22]

Did you turn 70 1/2 in 2019 and take your first RMD before April 1, 2020?   If so then this is a 2019 RMD that was taken before the due date  and there is no penalty and no further action is necessary.

If you turned 70 1/2 prior to 2019 then you need to file a *2019* 5329 requesting a waiver of the penalty.

Download the 5329 form from the IRS website and fill it out as below. Print and mail your return with the 5329 form and explanation attached as described in the 5329 instructions.

The 2019 5329 must be attached to your printed and mailed amended 2019 tax return and cannot be e-filed.

[NOTE: You can only use this method if you are requesting a waver of the penalty and there is no taxable amount on the 5329 form line 55 that must be transferred to the 1040 form]

From 5329 instructions:
Quote:
"Waiver of tax. The IRS can waive part or all of this tax if you can show that any shortfall in the amount of distributions was due to reasonable error and you are taking reasonable steps to remedy the shortfall. If you believe you qualify for this relief, attach a statement of explanation and file Form 5329 as follows.
1. Complete lines 52 and 53 as instructed.
2. Enter “RC” and the amount of the shortfall you want waived in parentheses on the dotted line next to line 54. Subtract this amount from the total shortfall you figured without regard to the waiver, and enter the result on line 54.
3. Complete line 55 as instructed. You must pay any tax due that is reported on line 55.
The IRS will review the information you provide and decide whether to grant your request for a waiver. "

Download blank 2019 5329 form here:
Form: http://www.irs.gov/pub/irs-pdf/f5329.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i5329.pdf

[accorn55]

I have the same issue.  First responder clearly did not answer the question, so I ask it again.  Please review initial question above and tell us HOW TO REPORT AN RMD FOR 2019, BUT TAKEN IN 2020 -- NOT LATE.  NO PENALTY  EXEMPTION FORM REQUIRED. TURNED 70.5 IN MAY OF 2019 SO HAD UNTIL APRIL 1 2020 TO DRAW DOWN.  THAT WAS DONE.  THE TURBOTAX PAGE TO REPORT THIS TYPE OF DRAWDOWN FOR 1099R RECEIVED IS NOT EASY TO FOLLOW, OR NOT ALLOWING FOR THIS SITUATION.  PLEASE LOOK AT THE PHOTO IN THE ORIGINAL QUESTION AND ADVISE. WE ARE NOT LOOKING FOR A RECITATION OF THE TAX LAW -- WE UNDERSTAND THAT.  WE NEED TURBOTAX "HOW TO REPORT" ADVICE.

THANKS.

[macuser_22]

As the first sentence of my answer said there is nothing special to do.  (The original poster did not specify if this was the first rmd or not so my answer covered a missed RMD also.)

Just enter the 2020 1099-R and say that it was all an RMD.