Wedding5500
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No Form 5329was generated in 2024. Awesome on not having to amend.Thank you so much@dmertz!
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@dmertzGot it, thank you.Do I have to Amend their 2024 return?Or can I leave 2024 as is and just click the RMD box for thier 2025 return?Thank you!
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Hi@dmertz,This makes sense, thank you!I also realized I did the same thing with my Mom‘s small pensions on the 2024 return - I didn’t classify them as RMDs.This...
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Thank you!@DianeW777
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@SteamTrainI appreciate your response, thank you!
Activity Feed for Wedding5500
- Posted Arizona Tax Forms 321 and 323 on Retirement tax questions. yesterday
- Posted Re: Should 1099-R Survivor Annuity Pension from the Federal Government be listed as an RMD in TT? on Retirement tax questions. a week ago
- Cheered Re: Should 1099-R Survivor Annuity Pension from the Federal Government be listed as an RMD in TT? for dmertz. a week ago
- Cheered Re: Should 1099-R Survivor Annuity Pension from the Federal Government be listed as an RMD in TT? for dmertz. a week ago
- Posted Re: Should 1099-R Survivor Annuity Pension from the Federal Government be listed as an RMD in TT? on Retirement tax questions. a week ago
- Cheered Re: Should 1099-R Survivor Annuity Pension from the Federal Government be listed as an RMD in TT? for dmertz. a week ago
- Posted Re: Should 1099-R Survivor Annuity Pension from the Federal Government be listed as an RMD in TT? on Retirement tax questions. a week ago
- Posted Should 1099-R Survivor Annuity Pension from the Federal Government be listed as an RMD in TT? on Retirement tax questions. a week ago
- Got Cheered for Re: I received a SSA-1099 in my name with O/A/O after my name. 2 weeks ago
- Posted Re: I received a SSA-1099 in my name with O/A/O after my name on Retirement tax questions. 2 weeks ago
- Cheered Re: I received a SSA-1099 in my name with O/A/O after my name for DianeW777. 2 weeks ago
- Posted Re: OPM CSF 1099-R SURVIVOR ANNUITY on Get your taxes done using TurboTax. 2 weeks ago
- Cheered Re: OPM CSF 1099-R SURVIVOR ANNUITY for SteamTrain. 2 weeks ago
- Cheered Re: I received a SSA-1099 in my name with O/A/O after my name for DianeW777. 2 weeks ago
- Posted Re: I received a SSA-1099 in my name with O/A/O after my name on Retirement tax questions. 2 weeks ago
- Posted OPM CSF 1099-R SURVIVOR ANNUITY on Get your taxes done using TurboTax. 2 weeks ago
- Posted Re: I received a SSA-1099 in my name with O/A/O after my name on Retirement tax questions. 2 weeks ago
- Cheered Re: SSA-1099 paid to me O/A/O for KrisD15. 2 weeks ago
- Posted Re: Treating Inherited Spousal Traditional IRA as Your Own on Retirement tax questions. 3 weeks ago
- Cheered Re: Treating Inherited Spousal Traditional IRA as Your Own for dmertz. 3 weeks ago