LynK
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Thanks, everyonefor your time and expertise in answering my question.@dmertz, I did request a waiver per IRS instructions and did make the corrective distributi...
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@VolvoGirlYes, it was just Part IX on the 5329. But we took the distribution in April of 2024 - within the correction window - and received IRS tax payment rece...
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@VolvoGirlWe paid $10,969 in tax per IRS bill tied to the 5329 that was filed w/2023 tax return. Have not filed an amended return.
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@fanfare The taxes were not withheld; we paid them directly to the IRS. Box 4 on the 1099-R (Federal income tax withheld) is $0.
Activity Feed for LynK
- Posted Re: Where to enter taxes paid in 2024 on missed 2023 RMD on Get your taxes done using TurboTax. August 29, 2025 6:35 AM
- Posted Re: Where to enter taxes paid in 2024 on missed 2023 RMD on Get your taxes done using TurboTax. August 28, 2025 8:25 PM
- Posted Re: Where to enter taxes paid in 2024 on missed 2023 RMD on Get your taxes done using TurboTax. August 28, 2025 8:23 PM
- Posted Re: Where to enter taxes paid in 2024 on missed 2023 RMD on Get your taxes done using TurboTax. August 28, 2025 6:01 PM
- Posted Where to enter taxes paid in 2024 on missed 2023 RMD on Get your taxes done using TurboTax. August 28, 2025 3:37 PM