Form will not allow me to enter IRA information with Allianz Life Insurance Company of North America. RMD was taken from another account. What can I do?

Forum|Forum|11 months ago
April 10, 2025
1 reply
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The IRA amount Did not generate a 1099-R

TurboTax Deluxe Online

AmyC

Employee

That section of the program is new this year so let's work with what the IRS wants and go backwards instead. The big issue is people not taking RMD's when they should.

If you did not take all RMD, you need to file form 5329 and fix the problem by taking the distribution now.
If you took all RMDs, then we just need to get the program to know you took them. Since you can't add forms for distributions you didn't take, the best you can do is state that you took all RMD, the amount was all RMD, mark all of it went to RMD.

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