nholdway
Level 3
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Well, it took some doing, but I found good advice here:https://www.kitces.com/blog/fix-rmd-missed-forgotten-miscalculated-corrective-action-form-5329-penalty/(W...
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This problem has existed for years. I experience this, too -- but it really often is that the process just takes a long time, not that it's crashing. I encounte...
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On marking Yes for Line 55 anyway, we would have to do that directly on the form, it appears, because EasyStep doesn't ask. As long as the penalty tax isn't act...
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Lastly, technically, for 2024 taxes, the 1099-R will likely reflect the 2023 + 2024 distributions and related taxes so is thereanything else that needs to happe...
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dmertz's answer above is looking more like the correct answer: You don't say "yes" for Line 55 if you are requesting a waiver from any penalty -- even if you di...
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- Cheered Re: Federal finalization form for JulieS. June 26, 2024 12:35 PM
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- Posted Forgotten IRA found! Balance distributed! What with forgotten RMDs? on Get your taxes done using TurboTax. March 20, 2024 9:28 PM
- Posted Re: Form 5329, Part 9 guidance needed for federal and state 2023 and impact on 2024 taxes on Retirement tax questions. March 20, 2024 4:42 PM
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