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...
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...
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...
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...
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...
