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J
johnsonguyh
March 5, 2025
Question

How do I file a form 5329 in TurboTax?

  • March 5, 2025
  • 1 reply
  • 0 views
The instructions in "Help" do not work and I need to file as I frogot to take my IRS's RMD in 2024.

    1 reply

    DawnC
    DawnC
    Employee
    March 6, 2025

    If you didn't take your RMD, TurboTax will fill out Form 5329 for you and attach it to your tax return.  To do this, follow the steps below:

     

    1. Sign in to your return - Continue in Wages & Income.
    2. Search for 1099-R and use the Jump to link and answer the questions about disaster distributions.
    3. On the Did You Miss a Required Distribution From Any Retirement Accounts? page, choose the type of account you have.
    4. Continue through the questions about your RMD
    5. We can help you file a waiver if you have a reasonable cause. 
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