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April 11, 2025
Question

attaching form 5329

  • April 11, 2025
  • 1 reply
  • 0 views

My Dad's IRA did not deposit the required RMD by 12/31/2024, but I was able to get it deposited in January of 2025.
My Dad is legally blind and deaf, so I am taking care of his finances.

I have the form and am writing a letter of explanation, but how do I attach the letter and form in Turbo Tax?

    1 reply

    AmyC
    Employee
    April 11, 2025

    Form 5329 has a place for you to write an explanation. When you go through the 1099-R section, it will ask if you took the full RMD. Select no and continue through to get the form filled out properly.

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