TurboTax Premier Desktop for Mac/Windows Enhancement Request

[mrmarks965]

On the 1099-R main page, TurboTax Premier Desktop for Mac and Windows should add the question, "If you did not receive a 1099-R and missed taking a RMD, click here". TurboTax should then proceed to walk the taxpayer through the questions/steps that will automatically generate Part IX of Form 5329-T and/or Form 5329-S.

[MonikaK1]

Thank you, I will forward the suggestion. 

I had stated in response to your related post:

If you open the Form 5329-T, and type in a Waiver Statement, the Statement does get saved, but shows up with the Form 1099-R (the title Explanation Stm appears under the Form 1099-R). I just tried this with my Mac.

It can also be found again if you search for the 5329-T using Open Form at the top menu in Forms Mode. In the box labeled Waiver of Tax Smart Worksheet, click on Explanation to QuickZoom to the statement.