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March 11, 2021
Question

Why am I getting a Form 5229-T? There is no RMD this tax year

  • March 11, 2021
  • 1 reply
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1 reply

macuser_22
Employee
March 11, 2021

Delete the 1099-R you entered and re-enter.

Answer the RMD question that "None of this distribution was a RMD" or"RMD not required" depending on the TurboTax version - because it was NOT a RMD, there were no 2020 RMD's.


**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**